Wiki source code of Client Creation

Version 5.1 by karimpirani on 2014/06/20 13:59
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1 Client Administration allows you to create and record the following information about the people that your organization will serve:
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3 * Name
4 * Date of birth
5 * Gender
6 * Active/inactive status
7 * Client ID
8 * Organization assignment
9 * Taxonomy tags
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15 Use the following procedure for adding clients:
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17 ~1. In the Administration sidebar, click on the "Clients..." option. This will display the screen shown below.
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19 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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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.
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25 image here
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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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35 3. The system will automatically create a "New Client."
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37 Click on the "New Client" entry (3) to display the client profile data entry area.
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39 image here
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41 4. Enter profile information for this client:
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43 4.1 First Name (Required)
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45 4.2 Last Name (Required)
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47 4.3 Gender
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49 4.4 Date of Birth
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51 4.5 Client Identifier
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53 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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57 image here
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61 5. Associate this client to your organization using the Organizational Placements area.
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63 This allows you to match the client with the physical or functional area that is providing service to this client
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65 [[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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69 5.1 Click on the "+" icon to expand the organization hierarchy
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71 5.2 Click on the organization that this client is associated with
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73 5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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75 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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83 6. Associate this client with one or more tags using the Tags area.
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85 This allows you to connect this client with one or more tag/taxonomy items.
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87 [[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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91 6.1 Click on the Tags tab to display this area.
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93 6.2 Click on the "+" icon to expand the tag hierarchy
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95 6.3 Click on the tag that this client is associated with
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97 6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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99 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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106 7. Click on the Save button to save this information.