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 8.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: There is no comment for this version

Summary

Details

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Content
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1 -
2 -What is Client Creation?
3 -
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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7 -
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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30 30  
31 31  
32 -[[image:client creation 1.PNG||width="100%"]]
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33 33  
34 -
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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39 39  
40 40  
41 -[[image:client creation 2.PNG||width="100%"]]
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42 42  
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44 44  
45 45  
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.
49 49  
50 50  
51 -[[image:client creation 3.PNG||width="100%"]]
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52 52  
53 53  
54 -
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.
57 +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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69 69  
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90 90  
91 -[[image:client creation 4.PNG||width="100%"]]
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92 92  
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94 94  
95 95  
96 96  6. Associate this client with one or more tags using the Tags area.
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115 115  
116 -[[image:client creation 5.PNG||width="100%"]]
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117 117  
118 118  
119 -
120 120  7. Click on the Save button to save this information.