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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 to search for clientsSearch 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.

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