Client Management (25)

Client records, client cases

Add a new client record

Created by Rocky Webster, Modified on Fri, 22 Sep, 2023 at 4:38 PM by Rocky Webster
Allocate a client to a funding group

Created by Rocky Webster, Modified on Fri, 22 Sep, 2023 at 4:59 PM by Rocky Webster
Change a client case from one-off to ongoing (or vice versa)

Created by Rocky Webster, Modified on Wed, 10 Apr at 10:49 AM by Rocky Webster
Client case notes

Created by Rocky Webster, Modified on Fri, 5 Apr at 2:50 PM by Rocky Webster
Create a new client case

Created by Rocky Webster, Modified on Fri, 22 Sep, 2023 at 4:45 PM by Rocky Webster
Close a client case

Created by Rocky Webster, Modified on Fri, 5 Apr at 2:38 PM by Rocky Webster
Delete a client case

Created by Rocky Webster, Modified on Fri, 12 Apr at 11:14 AM by Rocky Webster
Delete a client record

Created by Rocky Webster, Modified on Thu, 11 Apr at 1:24 PM by Rocky Webster
Does the client have an obligation to be here?

Created by Rocky Webster, Modified on Thu, 4 May, 2023 at 3:40 PM by Rocky Webster
Find a client

Created by Rocky Webster, Modified on Thu, 11 Apr at 1:08 PM by Rocky Webster