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.

Financial Counselling case list

 

Step 4. Select the required case.

Financial Counselling Casefile

 

Step 5.  Click Edit

Edit Financial Counselling case

 

Step 6. Select Closed from the Service Status dropdown list

Financial Counselling Case Service Status

The Client Exit section is displayed

Case Exit Panel

 

Step 7.  Enter the required information

Case Exit information

 

Step 8. Click Save

The case record is closed and client exit information saved

Financial Counselling Case closed

Further information

For further information, refer to the following articles:

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