New Client Wizard, Contact Methods
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This page may or may not display based upon the page defaults defined under Client Groups.

New Client Contact Methods

Enter Contact details

Define the details of the contact methods by selecting a Method using the dropdown list or clicking the Drill Down Button drilldown button in the bottom row to open the New Contact Method form. Available Contact Methods default from the contact methods set to display on the Client Group.

Button Strip

IconDescription
Grid Row Insert
Insert a new row before the current row.
Row Delete Button
Remove selected rows
Select All
Select all rows
Select None
Select no rows
Select Up
Select all rows above including the current row
Select Down
Select all rows below including the current row
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row down (Ctrl+Down)
Topic last updated on 02/12/2021 4:33PM ClientNew.ContactMethods