Financial Counselling Client Exit

At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency.  In this situation, a client exit is performed.

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients.

Instructions

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

Step 2. Search for the required Client.

Step 3. Scroll to the Financial Counselling subpanel on the Client page.

Step 4. Select the required case.

Step 5.  Click Edit

Step 6. Select Closed from the Service Status dropdown list

The Client Exit section is displayed

Step 7.  Enter the required information

Step 8. Click Save

The case record is closed and client exit information saved

Further information

For further information, refer to the following articles:

• Financial Counselling
• Financial Counselling Client Intake
• Create a Referral
• Add a Document