To access introducer information, at Home Base, click Clients & Files. From the dropdown menu above the list, select Introducers.
Introducers are listed by File Number, Name, and Street. Scroll through the list to select the desired introducer, or type the first few letters of the introducer file number in the Enter Client Number field to jump to the closest match. (For more information on customising and navigating this list, see List Management.)
The sidebar on the right portion of the screen contains an information summary for the selected introducer. The introducer name, address, business and mobile phone numbers, fax number, email address, and any miscellaneous notes display in this summary.
To view the detail screen for the selected introducer, click Detail.
Click Options to access the following workflows:
Click Cancel to return to Home Base.