How to access and edit a client profile - On Confluence

1. Select Clients

2. Insert Client name and select display clients

Choose all clients and select display clients

3. Select the client name to load the profile

4. Under the Profile Tab update 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* -

Reasion for Deactivation -

Reference Code -

Select Staff to handle Appraisals -

Staff Notes

Description & Capacity Notes

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