FastTrack360 Version 12 Online Help
Link or Remove a Cost Centre
- Fiona Sims
Client Contacts may be responsible for resourcing and or invoices for particular Cost Centres. Where this is the case, one or many Cost Centres can be linked to a Contact record.
Link a Cost Centre to a Contact
1 | Open the Contact record and navigate to the Cost Centre section. |
2 | Select Link. The 'Add Cost Centre' screen is displayed. |
3 | Click in the Cost Centre field to display the items available. |
4 | Select the Cost Centres required and select Save. The Cost Centre(s) are displayed in the Cost Centre list. |
Remove a Cost Centre from a Contact:
1 | Open the Contact record and navigate to the Cost Centre section. |
2 | In the list, select Remove next to the Cost Centre to be removed. A message is displayed 'Are you sure you want to remove the cost centre?' |
3 | Select Ok. The Cost Centre is removed from the Contact record. |
Remove a Contact from a Cost Centre:
1 | Open the Cost Centre record and navigate to the Contacts section. |
2 | In the list, select Remove next to the Contact to be removed. A message is displayed 'Are you sure you want to remove the Contact?' |
3 | Select Ok. The Contact is removed from the Cost Centre record. |
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