Week 27 ANSWERS
- In the Scheduler, where do you start the process to add a new customer?
- By clicking on the Reports tab.
- By selecting the Customer option in the Search By button on the left-hand side of the Scheduler.
- By selecting the Advanced option in the Search By button on the left-hand side of the Scheduler.
- What is the first action to take after the Find Customer window opens in the Scheduler?
- Click the Save button
- Click the Edit button
- Click the Add button
- What type of information needs to be entered in the Accounts tab?
- General account information.
- Document attachments.
- Customer's personal details.
- How can emails or documents be added to the Attachments tab?
- By dragging and dropping them.
- By typing them manually.
- By clicking on the Import button.
- What must be done to enable the Notes and Attachments tabs?
- Contacting your line manager.
- Click on the Enable button.
- Press the Save button.
WEEK 27 WINNERS :
- Head Office: Dan Nahar
- Victoria: Diane Christou/ Praveen Fernando (Both scored 5/5 and submitted at the same time!)
- New South Whales: Dannielle Alexander
- Western Australia: Majella McTaggart
- South Australia: Lakruwan Kekiriwaththe
- Northern Territory: Daven Li
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