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....

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...
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