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How to access and edit a client profile
How to access and edit a client profile
How to access a client profile
Select Clients
Insert Client name and select display clients
or
Choose all clients and select display clients
Select the client name to load the profile
Under the Profile Tab update
Mandatory fields are marked with a *
Industry Type* - Nominate the industry to link to the client location
Location Type* - What are the Location Types
Location Function* -
Location Name* -
Group Name -
ABN Number -
Priority* -
Status* -
Reasion for Deactivation -
Reference Code -
Select Staff to handle Appraisals -
Staff Notes
Description & Capacity Notes
, multiple selections available,
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