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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 Filter dropdown menu to search for Search area to find clients (i.e. Name, Location, Funder, Etc.)
To enter into a client’s profile, SELECT their name (hyperlink)
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Once in a Client’s profile, a new set of tabs will populate.
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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