Client Funding
Delete a Client Task on the Client Profile
Use the following steps to delete a client task from a 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 Client Tasks. 3. The Client Tasks ...
Edit a Client Task on the Client Profile
To edit a Client Task on a client profile, use the following steps: 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Client Tasks. 3. The Client Tasks table ...
Delete an Individual Provider on the Client Profile
Use the following steps to delete a Individual Provider from a client profile. 1. Open the Client Profile. Click Individual Providers. 2. The Individual Providers table displays. Under Actions, click Del on the Individual Provider record ...
Edit an Individual Provider from the Client Profile
If you need to change any information about an Individual Provider, use the following steps: 1. Open the Client Profile. Click Individual Providers. 2. The Individual Providers table displays. Under Actions, click Edit on the Individual Provider ...
Copy a Client Goal on the Client Profile
When you want to create a new goal for a client that is similar to an existing goal, you can copy the original goal and change it as required. Use the following steps to copy a client goal. 1. Open the Client Profile record (click CRM in ...
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 ...