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 9.1 Icon
edited by karimpirani
on 2014/06/20 14:02
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
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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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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.
60 +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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