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  4. Sandata Agency Management
  5. Client
  6. 02-Client Profile Screen
  7. 02-Personal

Personal

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Personal

The Personal section allows users to edit any information specific to the client. This includes a client’s home address, a photograph, staff excluded from being assigned to the client and specific attributes they may have such as languages spoken.

  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB
  • SAM Manual.5.log-1524159190.zip40 KB

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Articles in this section

  • Personal
  • Name
  • Current Address
  • Adding an Address to the Client Profile
  • Viewing an Address on the Client Profile
  • Editing an Address on the Client Profile
  • Viewing an Inactive Address on the Client Profile
  • Changing the Status of an Inactive Address on the Client Profile
  • Images
  • Adding an Image to a Client Profile

See all 21 articles

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