How to Edit or View a Client in the CRM

If you wish to edit or view the details of an existing Client:

• Go to menu item FIND
• Locate the Client
• From here you can:
  • General: Add Notes, Add Bookings, Add Formal Communications, Add Orders
  • First Tab: Edit and View the client’s details (contact details, username etc)
  • Second Tab: Edit, View and Add Client Forms/Records (i.e Notes, Questionnaires, Information Forms, etc)
  • Third Tab: Edit, View and Add Client’s Bookings
  • Fourth Tab: Edit, View and Add Client’s Orders
  • Fifth Tab: Edit, View, Add and Send Formal Communications to the client (i.e Advice, Reports, Treatment Plans, etc)
  • Additional Actions: Resend a Questionnaire to a client, Add the Client to a Marketing List, Reset A Client’s Course Progress, and Delete the Client from your system