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.
You can use the template below to do a bulk upload of your directors. Please ensure the name of the company and the name of any director that is an existing client of yours are spelt exactly the same in the template as in DataGrows. Once the template has been populated, you can email firstname.lastname@example.org to book a session where we can help you do the upload.