How to access a client profile


1. Select Clients

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2. Insert Client name and select display clients
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or

Choose all clients and select display clients

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3. Select the client name to load the profile

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4. 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

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