Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 8.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: There is no comment for this version
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

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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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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
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23 23  
24 24  
25 -[[image:client creation 1.PNG]]
32 +[[image:client creation 1.PNG||width="100%"]]
26 26  
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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.
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32 32  
33 -[[image:client creation 2.PNG]]
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35 35  
36 36  
37 37  3. The system will automatically create a "New Client."
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39 39  Click on the "New Client" entry (3) to display the client profile data entry area.
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41 41  
42 -[[image:client creation 3.PNG]]
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43 43  
44 44  
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45 45  4. Enter profile information for this client:
46 46  
47 47  4.1 First Name (Required)
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54 54  
55 55  4.5 Client Identifier
56 56  
57 -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.
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80 80  
81 -[[image:client creation 4.PNG]]
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82 82  
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83 83  
84 84  
85 85  6. Associate this client with one or more tags using the Tags area.
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105 -[[image:client creation 5.PNG]]
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108 108  7. Click on the Save button to save this information.