How to add a Primary, Secondary, or Third Contact to an HBA account
1. Click on Accounts 2. Type in the name of the company 3. Click on the company 4. In the Primary, Secondary or Third contact field type the name of the person you need to add. 5. Select the person's contact record from the option menu 6....
Updating Default CP Benefits - (FLOW for setting up a Business Rule for Roster Members (CP Companies)
FLOW - Setting up a Business Rule for Roster Members (CP Companies) Creation Date: Mar 25, 2022 Created By: Bridget Fairbanks 1. Click on Advanced Find 2. Click on Roster Members from Look for: 3. Click on Roster Members - set ...