View a list of Cost Centres and open a Cost Centre record
1 | Open the Client record and navigate to the Cost Centre section. |  |
2 | Top open a Cost Centre record, click on the item within the list. The Cost Centre record is displayed. |
Create a new Cost Centre
1 | Open the Client record and navigate to the Cost Centre section. |
2 | Select Add at the top of the list. The basic Cost Centre record is displayed. Note, this screen does not contain all sections of the Cost Centre record. |
3 | Complete all mandatory items. |
4 | Select Save at the top of the screen. The full Cost Centre record is displayed. |
Create a new Contact from the Cost Centre record
1 | Open the Cost Centre record and navigate to the Contact section. |
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2 | To ensure duplicates are not created, select View All at the top of the list, see a list of all the Client's Contact records. |  |
3 | To create a new Contact, select Add at the top of the list. The basic Contact record is displayed. Note, this screen does not contain all sections of the Contact record. |
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4 | When all mandatory items have been completed, select Save at the top of the screen. The full Contact record is displayed. The Contact is automatically linked to the Cost Centre record. |
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Link or Remove a Cost Centre Record
For details on linking or remove Cost Centres from Contacts, see the section Client Contact, Link or Remove a Cost Centre Record.