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Step 4 - Contact - References

Step 4 - Contact - References

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The References tab allows users to enter contact's referees.


Selecting a Reference Type

  1. Click the Type popup button (). The Select Reference Type dialog will be displayed.
  2. Select the required reference type.
  3. Click the OK button. The Select Reference Type dialog will close.

Adding a Reference

  1. Enter the reference details.
  2. Click the right-arrow button () to move the reference into the Reference list on the right-hand side of the dialog.

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.