Solution Center

1. From the People Page click Create New Client 2. Screen overlay will appear 3. Enter client’s First Name and Last Name 4. Be sure Client is selecte...

From the People Page: Select the check boxes located to the left of the gear in the client profile boxes which you wish to delete Red bar will appear acr...

1. Click the Global Search icon 2. Screen overlay will appear 3. Type search criteria and press ENTER Search for your client by name, address, phone nu...

1. From the People Page, click FILTERS 2. Options will drop down 3. Select Navigator under TYPE 4. All navigators will appear below Note: FILTERS...

IMPORTANT NOTE: FILTER SETTINGS WILL REMAIN AS YOU LEAVE THEM 1. From the People Page, click FILTERS 2. Options will drop down Refine your searc...

1. Open client or employee profile 2. In the client/emp information box, click Change next to Status 3. Select Inactive, Active, or Closed 4. Click S...

1. Open client profile 2. In the client information box in the top left corner, select the client type from the drop-down list No drop-down list? Ask your...

1. Open client profile 2. In the client information box, click the gear icon next to Options 3. Click Delete 4. Client profile is deleted

1. Open client profile 2. In the client information box near the top left corner, click Options 3. Drop-down menu will appear 4. Click the Assign cli...

  1. Open client profile 2. In the client information box near the top left corner next to Navigators:, click Change  3. All assigned navigators will a...