Close a Client Record (Client Exit)

The Client record contains all information for a particular client.  This includes personal information and a history of interactions with the organisation.

A Client may benefit from a number of different services, all of which should be recorded against the Client.

It is important to ensure Client records are not duplicated, you should always search for an existing client record before creating a new one.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2. Search for the required Client.

 

Step 3. Select the Client to view the record

The Clients page is displayed.

 

Step 4.  Click Edit

 

Step 5. Select Inactive from the status dropdown list

 

Step 6. Add Notes as required

 

Step 7. Click Save

The Client record is updated and the status is set to inactive.

 

 

Further Information

For further information, refer to the following articles:

• Search for a Client
• Creating a Client Record