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 10.2 Icon
edited by karimpirani
on 2014/07/03 15:09
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
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 +
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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14 14  
15 15  Use the following procedure for adding clients:
16 16  
17 -~1. In the Administration sidebar, click on the "Clients..." option. This will display the screen shown below.
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.
18 18  
19 -1.1 Just to the right of the sidebar is a client list with the standard selection buttons and filtering capabilities.
24 +1.1 Just below the sidebar is a client list with the standard selection buttons and filtering capabilities.
20 20  
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.
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.
22 22  
23 23  
24 24  
25 -[[image:client creation 1.PNG]]
30 +[[image:client creation 1.PNG||width="100%"]]
26 26  
32 +
27 27  
28 28  
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.
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 30  
31 31  
32 32  
33 -[[image:client creation 2.PNG]]
39 +[[image:client creation 2.PNG||width="100%"]]
34 34  
41 +
35 35  
36 36  
37 37  3. The system will automatically create a "New Client."
38 38  
39 -Click on the "New Client" entry (3) to display the client profile data entry area.
46 +Click on the "New Client" entry to display the client profile data entry area.
40 40  
41 41  
42 -[[image:client creation 3.PNG]]
49 +[[image:client creation 3.PNG||width="100%"]]
43 43  
44 44  
52 +
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.
65 +4.6 Active Status: note that this box must be checked for the client to be visible/available for further interactions.
58 58  
59 59  
60 60  
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78 78  
79 79  
80 80  
81 -[[image:client creation 4.PNG]]
89 +[[image:client creation 4.PNG||width="100%"]]
82 82  
91 +
83 83  
84 84  
85 85  6. Associate this client with one or more tags using the Tags area.
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102 102  
103 103  
104 104  
105 -[[image:client creation 5.PNG]]
114 +[[image:client creation 5.PNG||width="100%"]]
106 106  
107 107  
117 +
108 108  7. Click on the Save button to save this information.