Setup Consultants

It is important to capture the consultant code when invoicing so that the commission earned by each consultant can be properly recorded and allocated.

To load/change a consultant :

New consultants can be created from the Main Menu, Setup, Consultants, Internal Consultant :

The Following buttons will allow the user to select a function.

		Create a new consultant
		Open an existing consultant, and change the consultant’s details
		Delete an existing consultant
		Search for a specific consultant.
		Close the current screen.

To create a new consultant select the   /  .

Key	Enter a unique reference (Key), normally using the Consultant’s initials.
Deactivate	Ensure that the tick is removed if the consultant’s status is active.
Name	Enter the consultant’s name.
Group	[Optional] Enter the consultants’ Group
Email	[Optional] Enter the consultants’ email address
Tel	[Optional] Enter the consultants’ telephone number
Fax	[Optional] Enter the consultants’ fax number
Client Type	Select the Consultants client type which he/she will deal with primarily. Our drop-down list will allow the consultant to choose between Leisures/Debtors clients.
Save	Click on once all the consultant’s information is added.
Cancel	At any time may the user abort the current action by clicking on the button.