Skip to main content
Sandata Technologies Help Center home page
Sandata News

Search

  1. Sandata Technologies
  2. Product Help
  3. Sandata Agency Management
  4. Client
  5. Client Profile
  6. Client Profile - General

Adding an Attribute to a Client Profile

To add an attribute to a Client Profile:

1. Navigate to the Client Search screen.

Main Menu > Client

2. Locate and double click on the client using the search filters.

3. Click Personal.

4. Click Add Attribute.

5. Select the attribute to be added.

6. Click Save.

  • Zendesk Designer.5.log-1117815581.zip10 KB

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • 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
  • Adding an Image to a Client Profile
  • Removing an Image from a Client Profile
  • Adding a Staff Member to be Excluded from a Client Profile
  • Removing a Staff Member Exclusion from a Client Profile
  • Adding an Attribute to a Client Profile

See all 30 articles

Sandata.com Compliance Documentation & Reports Security & Privacy Information
EspaƱol