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*Please note: If the client login is enabled in the client profile, DCI will send a system generated email (sender email address is: support@dcisoftware.com) to the client email address listed. This email must be validated.
View or , Edit or Deactivate Client Profile
- Log in to your personal profile
- Select Home from the main menu
- Select Clients from the submenu
- Search for the client by using the filters and select Search
- The search results will be displayed below the search box, select the client row by clicking any where in the row
- The Client Details page will open up and you can view all details
- Select the Actions button
- Select Edit Client from the Actions dropdown
- View and make edits in the Edit Client form wizard
- To deactivate the client profile, change status to Inactive on the basic demographics tab
- Select Save to save changes
- Select Yes in the confirmation alert window
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