Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23

From version Icon 9.1 Icon
edited by karimpirani
on 2014/06/20 14:02
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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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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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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57 57  
58 58  4.5 Client Identifier
59 59  
60 -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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