New Client Wizard, Contacts
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This page displays the contact methods defined on the previous page, and you can also add contact details for next of kin, advisors etc

This page may or may not display based upon the page defaults defined under Client Groups.

New Client, Contacts

Addresses and Contact Methods

Define the details of the contact methods.

Button Strip

IconDescription
Add Item Button
Add address or contact method
Row Delete Button
Remove the selected rows
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row up (Ctrl+Down)
Locate Address
Display a map for the currently selected address
Current Only
Show only Current contacts
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid

Preview Pane

This displays details of the currently selected item in the grid.

Topic last updated on 20/09/2013 10:29AM ClientNew.Contacts