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New/Edit/Delete

New/Edit/Delete

These three buttons operate the same as elsewhere in eCoordinator. Clicking “New” will create a new Client Profile. Selecting a single profile and clicking “Edit” will open the Client Profile for eCoordinator users to make changes. Selecting one or more profiles and clicking “Delete” will move the selected profile(s) into the Recycle Bin.

 

These three buttons operate the same as elsewhere in eCoordinator. Clicking “New” will create a new Client Profile. Selecting a single profile and clicking “Edit” will open the Client Profile for eCoordinator users to make changes. Selecting one or more profiles and clicking “Delete” will move the selected profile(s) into the Recycle Bin.

As of version 6.7, the Clients profile has fewer available tabs than the Opportunity or Volunteer profiles:

 

Personal:

This tab records general information about the client, like salutation, name, address, email address, etc. In addition, this tab allows you to enter a case number for the client, if applicable.

Special Needs:

This tab is used to track three important pieces of information: 1) what special needs this client may have; 2) a “notes” section to collect any further information relating to the special needs; and 3) if the client is a child who needs a safety restraint during transportation, it is possible to record who will be providing the equipment.

Pickup/Dropoff Info:

This tab was designed with transportation in mind. When transporting the client, if there are specific contact people or instructions for picking up or dropping off the clients, we have a tab for that.

User Defined:

Another familiar tab, please see "Customizing Attributes Using User Defined Fields (UDFs)" for more information on this tab.

 

History:

This tab acts as an audit trail for changes made to the profile. Any change will be recorded on this tab, with a date and time stamp, along with the name of the eCoordinator user who made the change. There is also an “Add Note” button, which allows users to input text as a note that is permanently stored in the system. Notes are also date, time and signature stamped.

Attachments:

If you have photographs or electronic versions of documents that are associated with your clients and would like to use eCoordinator to store those documents, this tab will be very useful. There is a maximum 2MiB size restriction per attachment. Please also be advised that while eCoordinator will be useful in attaching documents and photographs to client profiles, please also store these documents elsewhere, as part of a process as defined by your organization.

 

 

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