How to access and edit a client profile

How to access a client profile:

1. Select Clients.
   
2. Insert Client name and select display clients or choose all clients and select display clients.
   
3. Select the client name to load the profile.
   
   
4. Under the Profile Tab, update the following:
   
   

• 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*:
• Reason for Deactivation:
• Reference Code:
• Select Staff to handle Appraisals:

Staff Notes:

Description & Capacity Notes: