Last Updated: 03/13/2019
Branches / How do I ... / Setup contact Branch security access
To change the security of the contact to specific Branch information:
1. Select Company Contacts from the Company sub menu.
2. On the Company Contact List select the Contact by clicking on the record information.
3. This opens the Contact Details window.
4. Select the Security tab from the top window menu.
5. Setup the Contact branch security - you can select multiple branches by holding the CTRL key when using your mouse.
6. Press the Update button to save the changes.
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