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The Client record contains all information for a particular client. This includes personal information and a history of interactions with...
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Clients
These articles deal with the creation and management of the Client Record.
Client Management is at the heart of the Community Data Solutions database platform. All databases include a single client record that captures client contact information and demographic details.
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Create a Client record
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Merge Duplicate Client Records
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
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... -
Create Client Activity Record
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Create Client History Record
The History sub-panel allows you add general notes and documents related to your client’s case history. Instructions Step 1.... -
Add a Dependent or Other Household Member
The Dependents sub-panel allows you to list individuals related to the client (e.g. children) as dependents. Some organisations have opted to name this... -
Location Module
The Location module is an enhanced means of recording the address of a Client or Contact. The Location module is... -
Client Support Network
The Client Support Network subpanel allows you to record people or agencies who provide support to a client. You may...