Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 10.1 Icon
edited by karimpirani
on 2014/06/27 12:30
Change comment: There is no comment for this version
To version Icon 6.1 Icon
edited by karimpirani
on 2014/06/20 13:59
Change comment: Upload new image client creation 4.PNG

Summary

Details

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2 -What is Client Creation?
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4 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
5 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
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8 8  Client Administration allows you to create and record the following information about the people that your organization will serve:
9 9  
10 10  * Name
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32 -[[image:client creation 1.PNG||width="100%"]]
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35 35  
36 36  
37 37  2. To add a new client select the New tab (1) at the bottom of the client list and click the Add button (2) above the client list area.
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46 46  3. The system will automatically create a "New Client."
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48 48  Click on the "New Client" entry (3) to display the client profile data entry area.
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50 50  
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55 55  4. Enter profile information for this client:
56 56  
57 57  4.1 First Name (Required)
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64 64  
65 65  4.5 Client Identifier
66 66  
67 -4.6 Active Status: note that this box must be checked for the client to be visible/available for further interactions.
53 +4.6 Active Status - note that this box must be checked for the client to be visible/available for further interactions.
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72 72  
73 73  5. Associate this client to your organization using the Organizational Placements area.
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96 96  6. Associate this client with one or more tags using the Tags area.
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118 118  
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120 120  7. Click on the Save button to save this information.
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1 -XWiki.karimpirani
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1 -169.4 KB
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