Category: Clients
Clients Setup
Client Cities To setup the Clients module, you will first need to create Cities. States are already included with the initial installation of ShelterOps. Click on the Client Cities link on the Clients Setup page and enter all cities that might be associated with Client locations. By default, only users with the “Setup” permission can … Continue Reading
Clients Overview
The Clients module is a core module with which all other modules interact. It maintains contact information for individuals as well as their activity with other modules. The Client record screen displays a list of the transactions and activities associated with the client. The client status bar displays overviews and alerts as well as … Continue Reading