How to Search and Edit a Location's Profile

To update details in a locations profile you will need to search for the location using the Client Search page.

The Client Search can be accessed by using the drop down menu located at the top of any screen or the quick access bobble located just below the drop down menu as shown in the image below. 

If using the drop down menu pathway you will need to hover down to Clients and across to Search Client as shown below.

From the Search Client screen enter in the fields applicable.

To load the profile of the Client you wish to update select the name of the location from the list.

Within the Clients profile you are able to navigate through the tabs and update the fields required ensuring to select the Save button for each tab.

To gain quick access from the allocations screen select the Client icon found in the toolbar.

A pop-up will appear allowing you to view and update details for active Service/Delivery locations.