Exit or Deceased
To mark a participant profile as Exit or Deceased
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.
3. Click any one of the fields to
open the client profile.
4. Click Edit on the
client profile page.
5. Once the Edit Profile page
displays, scroll down until you see the “Exit / Decease Date” field and enter
the date the participant exited or became deceased.
6. Scroll to the top of the page
to select Save.