PFIM contacts are used to manage customer contacts as well as allocate and associate work. On selecting contacts you are presented with the contact filter with types as well as various other lookup options. Selecting and deselecting contact types will restrict your search to only the selected contact types. When there is a cross next […]
Once you have chosen your preferred language you will get a New Applicant form to fill in. All the boxes outlined in red are required information. You can fill in your debtor code in the URL (eg. xyz.com/Btn-SignUp/DBT001) to inform the company which company you work for. Once you have submitted your application it then […]
Personal Profile Resend Welcome Resend Welcome Message. This will resend your welcome message using your current preferred communication method of E-Mail or SMS Sign Out Sign Out