Edit a Relationship Record on the Client Profile

Use the following steps to edit a relationship record on the Client Profile.

1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want).

2.      Click Relationships.

3.      The Relationships table displays.  Under Actions click Edit on the entry you want to change.

4.      When the Edit Relationship screen displays, make the required changes to the Relationship record, then click Save.

• Related Articles

• Edit a Client Profile

  Use the following steps to edit a client profile.  1.      Select CRM  > Clients from the menu to display a list of all client profile records.  2.      Click in the Search field and type the client’s name, email or NDIS number then click Search. ...

• Delete a Relationship Record on the Client Profile

  Use the following steps to delete a relationship record on the Client Profile. 1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2.      Click Relationships. 3.      The ...

• How to edit details in a Relationship record

  1. Go to CRM and select Clients  2. Change the Type via the filter drop downs. 3. Find the relationship record you need to edit. 4. When you are in the profile you can edit as required.

• Edit a Note on the Client Profile

  Use the following steps to edit a note on the Client Profile. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.     Click Notes. 3.     The Notes table displays. Under ...

• Edit a Client Goal on the Client Profile

  Use the following steps to edit a goal for your client. 1.           Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.           Click Client Goals. 3.           The Client Goals ...