StarAgent workspace is where teamwork happens. So, help your team get their work done with all the right information about the clients and their liaison specialists available in a single place.
Add Liaison Specialists Details
- Go to 'Clients'.
- Navigate to the required client profile, and click on 'Liaison'.
- Add further information as required, and click on 'Submit'.
✍ NB: Make sure to save the contact details of the liaison specialists correctly, as the invoices are automatically addressed to the saved email address. |
Edit Or Delete Liaison Specialists Details
After saving the details of the client liaison specialists in StarAgent, it’s possible to edit or delete them anytime when you’d like to.
- Go to 'Clients', and click on 'Liaison' in the required client profile.
- Next to the required liaison specialist details:
✔️ Click on 'Edit', if you wish to edit the saved details.
✔️ Click on ‘Delete’, if you want to delete the saved details.
- If you’ve chosen to edit, make needed changes, and click on 'Submit'.
- If you’ve decided to delete, click 'OK' in the pop-up window.