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NOTE: For quick data entry, open the 'Additional Details' fields tab on by tabbing to the title and press pressing enter, continue to tab through the fields as before.
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.
In the Under settings > appliance settings, firms are able to add customised fields into the additional details tab for contact. For more information on Customised Fields click herecontacts.
Abbreviations
POA - Power of Attorney
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