Applicant Solicitors/ FS Tab

The Solicitors and Financial Services tab is simply a matter of assigning contacts.

1. Any contacts assigned will display here.
2. In order to assign a contact or add a new one click the '+' button.
3. Use the search box and filter options to find any contacts already listed in the system.
4. Click to assign the contact to the record OR click to add a new contact.  Any new contacts added here will be added to your contacts grid for future use.
5. PLEASE NOTE: Any changes made in a form will show a pink bar across the top.  You must ensure you save your changes before navigating away from the screen. If you don't save you will lose your changes.