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Client Status
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| Go to Setup Menu from the Upper Tool Bar, choose Client Status, then select Add.
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| A range of status to be applied to a client record may be set up here. University Colleges use student status to track intending residents through the application phase. Other properties may use this field to distinguish between types of clients. eg Applied, Offered, Accepted status will track clients through an application for an area, where waiting lists or application for Christmas reservations etc are relevant.
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| Reports can be constructed for those at each stage of the process, based on their status. Use Report Writer and Client Search screen to find clients of a certain status.
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| Enter the Status description, then choose the Save option applicable.
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| Ensure the Client status field is selected for display in the Field Maintenance section. The drop down arrow in the Status filed will display the Status list - seelct the required entry.
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| The CHM file was converted to HTML by chm2web software. |