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

02-Personal

  • 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
  • Removing an Image from a Client Profile
  • Staff Excluded from Client
  • Exclusions Window
  • Adding a Staff Member to be Excluded from a Client
  • Removing a Staff Member Exclusion from a Client Profile
  • Agency Designations
  • Attributes
  • Attribute Window
  • Adding an Attribute to a Client Profile
  • Removing an Attribute from a Client Profile
  • Misc
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