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Step 5 - Contact - Accounts

Step 5 - Contact - Accounts

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The Accounts tab allows users to enter account details for a contact. These can be used in mail merge documents to create direct debit forms.

Adding a Bank Account

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

To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button ().