How to enter details for a client regarding their Third Party advisers i.e. Accountants, Lawyers etc
- Create a new account for the third party.
- Select Contact as the Activity
- Then will ask you contact type, select lawyer etc.
- Then add them as a relation or as a contact on client account or work.
- Create a new account complete fields as appropriate.
- In the {Activity} field select from the drop down list the activity as {Contact}.
- Click [OK} to save. The Contact - Activity Details window opens.
- In the {Contact Type} field select from the drop down list the appropriate type of contact.
- In the Operating Locations Serviced click the appropriate location.
- Click on [OK] to close window. The Account Edit view is opened.
- You can then add the contact as a relation to the client in the Relationships tab in their account.
OR
- Add as contact in the clients account.
OR as a contact in the clients work.
0 Comments
Add your comment