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'.
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- Navigate to the required client profile, and click on 'Liaison'.
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- Add further information as required, and click on 'Submit'.
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✍ 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.
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- Next to the required liaison specialist details:
✔️ Click on 'Edit', if you wish to edit the saved details.
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✔️ Click on ‘Delete’, if you want to delete the saved details.
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- 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.