How to Add a Director in LodgeiT
To add a Director to your company record in LodgeiT, follow these steps:
1. Use the Search Prompt via "Relationship" tab
In the Director field, start typing the Director’s name.
2. Select from the Suggestions
If the Director is already in your list, their name will appear in the dropdown suggestions. Simply click from the "Related Client" result.
3. Add if Not Found
If the system does not recognize the name, it will prompt you with an option to "Add Client" (the Director). Click this option to manually add their details.