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For a company the 'Key Contact' can be selected from an already existing contact or can be created at this time by clicking on the blue plus arrow beside this field. The 'New Contact' page will appear as a new browser tab.
XXXX CUSTOM ???
In the settings, firms are able to add customised fields into the additional details tab for contact. For more information on Settings - Appliance SettingsCustomised Fields click here.
Abbreviations
POA - Power of Attorney
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