Personnel responsible for client, Changing client details – Seaward PATGuard 3 User Manual

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PATGuard 3

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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.