Clients are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, XXXXXXX
Clients are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, contacts can be stored against the client.
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ACCESSING THE CLIENT CARD
There are two options for adding additional information to a client:
via the client card pop-up upon creating the client
When creating a new client, upon clicking ok a pop-up client details card will appear where you can begin adding additional information
via the
resources module > resource default grid
Select the client > open the client card
