Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 10.2 Icon
edited by karimpirani
on 2014/07/03 15:09
Change comment: There is no comment for this version
To version Icon 7.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: Upload new image client creation 5.PNG

Summary

Details

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Content
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1 -What is Client Creation?
2 -
3 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code, etc.
4 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
5 -
6 6  Client Administration allows you to create and record the following information about the people that your organization will serve:
7 7  
8 8  * Name
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19 19  
20 20  Use the following procedure for adding clients:
21 21  
22 -~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Clients..." option. This will display the screen shown below.
17 +~1. In the Administration sidebar, click on the "Clients..." option. This will display the screen shown below.
23 23  
24 -1.1 Just below the sidebar is a client list with the standard selection buttons and filtering capabilities.
19 +1.1 Just to the right of the sidebar is a client list with the standard selection buttons and filtering capabilities.
25 25  
26 -1.2 Above the client list are several controls which allow you to navigate to different pages of the client list, as well as refresh the list.
21 +1.2 Below the client list are controls to allow you to navigate to different pages of the client list, as well as refresh the list.
27 27  
28 28  
29 29  
30 -[[image:client creation 1.PNG||width="100%"]]
25 +image here
31 31  
32 -
33 33  
34 34  
35 -2. To add a new client select the New tab at the bottom of the client list and click the Add button above the client list area.
29 +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.
36 36  
37 37  
38 38  
39 -[[image:client creation 2.PNG||width="100%"]]
40 -
41 -
42 42  
43 43  
44 44  3. The system will automatically create a "New Client."
45 45  
46 -Click on the "New Client" entry to display the client profile data entry area.
37 +Click on the "New Client" entry (3) to display the client profile data entry area.
47 47  
39 + image here
48 48  
49 -[[image:client creation 3.PNG||width="100%"]]
50 -
51 -
52 -
53 53  4. Enter profile information for this client:
54 54  
55 55  4.1 First Name (Required)
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62 62  
63 63  4.5 Client Identifier
64 64  
65 -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.
66 66  
67 67  
68 68  
57 +image here
58 +
69 69  
70 70  
71 71  5. Associate this client to your organization using the Organizational Placements area.
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86 86  
87 87  
88 88  
89 -[[image:client creation 4.PNG||width="100%"]]
79 +image here
90 90  
91 -
92 92  
93 93  
94 94  6. Associate this client with one or more tags using the Tags area.
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111 111  
112 112  
113 113  
114 -[[image:client creation 5.PNG||width="100%"]]
103 +image here
115 115  
116 116  
117 -
118 118  7. Click on the Save button to save this information.