multiple client information sheets

by Deanna 26. August 2009 10:31

Editing or updating the client information sheet creates an additional form in the consumer's documents. Each time you update, the new form does not replace the old, so you always have a trail and can view old info as necessary (for example, former guardians or old addresses). Client information that appears on the consumer's general information screen or populates onto other forms only comes from the current, most recent form; there is no conflict with previous details on old forms.

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Consumers