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Client References

Client References

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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The Client References screen is used to manage all references for a client.

There are three types of reference:

  1. Credit: a credit reference (e.g., bank account, credit card account, or credit with another company).
  2. Trade: a business reference.
  3. Personal: personal reference from an employer, friend, etc.

 Opening the Client References Screen - Click here to expand...
  • From the Client menu, select References.
  • From the sidebar, select Client then References.



 Adding a Reference - Click here to expand...
  1. Click the New button. The Reference dialog will be displayed.



  2. Enter the reference details.
  3. Click the OK button.