Close a Settlement Services Record – Client Exit

When a client leaves a Settlement service, theirĀ Settlement Services record must be amended to reflect the fact.



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


Step 2. Find the record for the required Client.


Step 3. Scroll to the Settlement Services section of the Client record.

Settlement Services Record


Step 4. Select the Settlement Services record


Settlement Services Record



Step 5. Click Edit

Edit record


Step 6. Click on the Service Status dropdown and select Closed

Closed status


The Exit Details subpanel is now available

Exit Details


Step 7. Complete the information in the Exit Details subpanel

Completed Exit Details



  • Exit Date:
    • Select from the calendar
  • Client Problems Resolved?
    • Select from drop-down
  • Exit Reasons:
    • Select one or more from list
  • Client Progress on Exit:
    • Select from drop-down
  • Evaluation form completed:
    • Select from drop-down
  • Exit Notes:
    • Enter any further information



Step 8. Click Save

The record is closed and the exit details are updated.

Closed Settlement Services Record


Further Information

For further information, refer to the following articles:



Updated on May 24, 2018

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