Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 7.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: Upload new image client creation 5.PNG
To version Icon 10.1 Icon
edited by karimpirani
on 2014/06/27 12:30
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -1,3 +1,10 @@
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
6 +
7 +
1 1  Client Administration allows you to create and record the following information about the people that your organization will serve:
2 2  
3 3  * Name
... ... @@ -22,8 +22,9 @@
22 22  
23 23  
24 24  
25 -image here
32 +[[image:client creation 1.PNG||width="100%"]]
26 26  
34 +
27 27  
28 28  
29 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.
... ... @@ -30,6 +30,9 @@
30 30  
31 31  
32 32  
41 +[[image:client creation 2.PNG||width="100%"]]
42 +
43 +
33 33  
34 34  
35 35  3. The system will automatically create a "New Client."
... ... @@ -36,8 +36,11 @@
36 36  
37 37  Click on the "New Client" entry (3) to display the client profile data entry area.
38 38  
39 - image here
40 40  
51 +[[image:client creation 3.PNG||width="100%"]]
52 +
53 +
54 +
41 41  4. Enter profile information for this client:
42 42  
43 43  4.1 First Name (Required)
... ... @@ -50,12 +50,10 @@
50 50  
51 51  4.5 Client Identifier
52 52  
53 -4.6 Active Status - note that this box must be checked for the client to be visible/available for further interactions.
67 +4.6 Active Status: note that this box must be checked for the client to be visible/available for further interactions.
54 54  
55 55  
56 56  
57 -image here
58 -
59 59  
60 60  
61 61  5. Associate this client to your organization using the Organizational Placements area.
... ... @@ -76,8 +76,9 @@
76 76  
77 77  
78 78  
79 -image here
91 +[[image:client creation 4.PNG||width="100%"]]
80 80  
93 +
81 81  
82 82  
83 83  6. Associate this client with one or more tags using the Tags area.
... ... @@ -100,7 +100,8 @@
100 100  
101 101  
102 102  
103 -image here
116 +[[image:client creation 5.PNG||width="100%"]]
104 104  
105 105  
119 +
106 106  7. Click on the Save button to save this information.