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Step 4 - Contact - References
Step 4 - Contact - References
The References tab allows users to enter contact's referees.
Selecting a 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 (
Note: to remove a redundant or incorrect reference, select the reference from the References list and click the left-arrow button (
).IMPORTANT CONCEPTS:
Clear Reference Fields Button (
): click to clear the reference information.
, multiple selections available,
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