Wiki source code of Client Creation

Version 10.1 by karimpirani on 2014/06/27 12:30
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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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8 Client Administration allows you to create and record the following information about the people that your organization will serve:
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10 * Name
11 * Date of birth
12 * Gender
13 * Active/inactive status
14 * Client ID
15 * Organization assignment
16 * Taxonomy tags
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22 Use the following procedure for adding clients:
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24 ~1. In the Administration sidebar, click on the "Clients..." option. This will display the screen shown below.
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26 1.1 Just to the right of the sidebar is a client list with the standard selection buttons and filtering capabilities.
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28 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.
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32 [[image:client creation 1.PNG||width="100%"]]
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37 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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41 [[image:client creation 2.PNG||width="100%"]]
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46 3. The system will automatically create a "New Client."
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48 Click on the "New Client" entry (3) to display the client profile data entry area.
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51 [[image:client creation 3.PNG||width="100%"]]
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55 4. Enter profile information for this client:
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57 4.1 First Name (Required)
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59 4.2 Last Name (Required)
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61 4.3 Gender
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63 4.4 Date of Birth
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65 4.5 Client Identifier
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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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73 5. Associate this client to your organization using the Organizational Placements area.
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75 This allows you to match the client with the physical or functional area that is providing service to this client
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77 [[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
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81 5.1 Click on the "+" icon to expand the organization hierarchy
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83 5.2 Click on the organization that this client is associated with
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85 5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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87 5.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
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91 [[image:client creation 4.PNG||width="100%"]]
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96 6. Associate this client with one or more tags using the Tags area.
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98 This allows you to connect this client with one or more tag/taxonomy items.
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100 [[Click here for more details on administering your tags>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/tag-creation.html]].
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104 6.1 Click on the Tags tab to display this area.
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106 6.2 Click on the "+" icon to expand the tag hierarchy
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108 6.3 Click on the tag that this client is associated with
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110 6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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112 6.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
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116 [[image:client creation 5.PNG||width="100%"]]
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120 7. Click on the Save button to save this information.