Changes for page Client Creation
Last modified by karimpirani on 2014/07/03 15:23
Summary
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... ... @@ -1,8 +6,3 @@ 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 ... ... @@ -19,11 +19,11 @@ 19 19 20 20 Use the following procedure for adding clients: 21 21 22 -~1. From the "System Setup" optiononthetop menu bar, go down toAdministrationand 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 belowthe 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 areseveralcontrolswhichallow 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 ... ... @@ -32,7 +32,7 @@ 32 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. 30 +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 ... ... @@ -43,7 +43,7 @@ 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. 41 +Click on the "New Client" entry (3) to display the client profile data entry area. 47 47 48 48 49 49 [[image:client creation 3.PNG||width="100%"]] ... ... @@ -62,7 +62,7 @@ 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.60 +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