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

Summary

Details

Icon Page properties
Content
... ... @@ -22,7 +22,7 @@
22 22  
23 23  
24 24  
25 -image here
25 +[[image:client creation 1.PNG]]
26 26  
27 27  
28 28  
... ... @@ -30,6 +30,8 @@
30 30  
31 31  
32 32  
33 +[[image:client creation 2.PNG]]
34 +
33 33  
34 34  
35 35  3. The system will automatically create a "New Client."
... ... @@ -36,8 +36,10 @@
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  
42 +[[image:client creation 3.PNG]]
43 +
44 +
41 41  4. Enter profile information for this client:
42 42  
43 43  4.1 First Name (Required)
... ... @@ -54,8 +54,6 @@
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.
... ... @@ -76,7 +76,7 @@
76 76  
77 77  
78 78  
79 -image here
81 +[[image:client creation 4.PNG]]
80 80  
81 81  
82 82  
... ... @@ -100,7 +100,7 @@
100 100  
101 101  
102 102  
103 -image here
105 +[[image:client creation 5.PNG]]
104 104  
105 105  
106 106  7. Click on the Save button to save this information.