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Directors Table

Updated: Dec 29, 2022

The Directors table enables users to add as many directors, with their personal details, to a client as desired.

To find the Directors table:

  • Click on a client record within the Client table.

  • Go to Directors in the top-right corner.

  • Next click on 'ADD RECORD'.

  • A form will open where you can add details for the director.

  • The Client field under the Company section will autofill.

  • Under the Client Name section, you can select from your Existing Client or add a new name. If you select from the existing client list, a lot of details will automatically pull through from the client table.

  • Once you are done adding all the Directors, you can close both windows by clicking on the X in the top right corner.


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