Link or Remove a Cost Centre

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.