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The clients listed on the landing page is dependent on your permissions (e.g. only clients assigned to you may be listed on this page)

  • Use the search filters Filter dropdown menu to search for clients (i.e. Name, Location, Funder, Etc.)

  • To enter into a client’s profile, SELECT their name (hyperlink)

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  • The content in those tabs are specific to the client.

  • The amount of tabs viewable on this page is specific to permissions

  • Moving between clients from this page can be done within the drop-down option in the top left corner.

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Client Information

The CLIENT INFO tab defaults as the landing page within a client’s profile and provides different options specific to the client’s information.

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