The References tab allows users to enter details about client referees.
Selecting the Reference Type
- Click the Type popup button (
). The Select Reference Type dialog will be displayed. - Select the required reference type.
- Click the OK button. The Select Reference Type dialog will close.
Adding a Reference
- Enter the reference details.
- Click the right-arrow button (
) to move the reference into the Reference list on the right hand side of the dialog.
To alter a reference , select it from the References list and click the left-arrow button (
), edit the information, and click the right-arrow button to return it to the References list.
