Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Log in to DCI
  2. Click Home on the main menu
  3. Click Clients on the submenu
  4. Enter the client's name in the filter and click Search
  5. Click anywhere in the client row to open the Client Details page
  6. Click Actions 
  7. Select Edit Client from the drop-down menu
  8. View and make edits in the Edit Client form wizard
    1. To deactivate the client profile, change the status to Inactive on the basic demographics tab.
  9. Select Click Save to save the changes and Yes to confirm

...