Personnel responsible for client, Changing client details – Seaward PATGuard 3 User Manual
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Client Details window
Personnel responsible for Client
The Personnel button in the Client Details window displays details of
Internal Personnel
assigned to the
client. In this case two Internal Personnel have been assigned to this Client, one in an Administration role
and one in a Technical role.
Personnel assigned to Client
Personnel details are stored in the
Address Book
. See
Adding Internal Personnel
for more information on
how to add Internal Personnel and assign them to particular Clients.
Changing Client Details
Client details can be changed at any time by double-clicking the Client name in either the database
Tree
View
in the
Navigation Pane
, or in the
Main Window
. This will bring up the
Client Details
window. You can
also rename a client by right clicking the client name in the
Tree View
and selecting Rename, or by
pressing F2 whenever the client is selected.