Frequently Asked Questions
- How do I enter a new Client with the status of Active or Active Booked?
- How do I add multiple contacts in the same organization without having to re-key all of the address information each time?
- I get an error message about the company name when updating to Active Booked, how do I update this contact?
- If a Client has past bookings but, no new bookings, what status should they have?
- I'm teaming with another Associate on an account. How do I make sure we can both see the Client in AMS?
- What do I do if I encounter a noted account?
- Who do I contact to request a company name correction?
- I am handling a Client that was booked by an Associate that is no longer with HB. Why can't I make them Active Booked?