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