Create a Client
This article demonstrates how to create an individual client record. Clients are created for an agency to allow the capture...
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Create a User
If you have administrator rights to your Community CI system, you will have access to create new user accounts for... -
Why wasn’t the client record created?
When entering a new client record, there are a number of reasons that the record is not created. Manual... -
Create an Assessment – from Client
There are a number of ways to record an assessment. To record an assessment from a client record, follow the... -
Create an Assessment – from Assessments
There are a number of ways to record an assessment. To record an assessment from the assessments page, follow the... -
Create an Assessment – from Contract
There are a number of ways to record an assessment. To record an assessment from a contract, follow the steps...