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  • Go to the left had menu, select Contacts

  • Click the Add button on the left hand side

  • Fill in the relevant fields for the person you are adding. The Contact Details and Personal Details sections are the most relevant

  • Go to the Requirements section and tick the Internal Staff box

  • Click the Save & Close button

  • Go the left hand menu, select Users > Manage and use the top search bar to find the relevant users (or just click the search button to view all users)

  • Double click the user from the list that you have just added, or right click and select Edit

  • Go to the Associated Contact field. Start typing the name of the contact you've just added and select the appropriate person from the drop down list

  • Click Save

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