Client Profile - Part 2

This Client page contains references to various functions related to the Client profile record.

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AutoAdd

When adding a new Client record, you have the ability to automatically add Client Residency and Client Funding records. To turn on this function:

1. Go to the Select List such as Home Schools (Residency) or Funding Sources (Client Funding).
2. Locate and edit the record(s) to AutoAdd.
3. Tag the Auto Add field to Yes.
4. Close and Save the record
5. When the next new Client record is added, the related Residency and/or Funding record(s) will automatically be added.

Notes:

• This AutoAdd function only operates on the creation of a new record and does not operate when editing an existing Client record.
• If more than one Select List record is tagged as AutoAdd = Yes, each record will be added.
• This function is applicable only to Enterprise.

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Other Available Actions

• Activity Schedule: Preview the Client's Activity Schedule report for active Assignments
• Balances Due:  Previews report of all registration Assignments and the balance of the payments due.
• OnAccount:  A list of all transactions tagged as OnAccount Given and OnAccount Used.
• OnAccount Transfer: This allows for transfer of OnAccount Credit to a different client within the same branch.  The source Client must have an OnAccount balance greater than zero on one or more Assignments.  A source Course Code is required and will be recorded with the OnAccount Used transaction.  The target Client ID is required to complete the process.  The OnAccount Used transaction will record without attachment to a Course Code so it can be used on any Assignment for the client.  Function displays in toolbar for Payment Method = Course only. When deleting an OnAccount transfer, the delete process will delete both sides of the transfer transactions and log both transactions into the deleted transaction log.  If the OnAccount was used on the recipient’s payments, those transactions are not automatically deleted.
• Fix Case:  When this function is run, the font case of several client fields is changed to Title Case where the first character of each word is capitalized and all others are lower case.  Words with hyphens will have the letter after the hyphen capitalized.  Words with apostrophes will have the letter after the apostrophe capitalized.  The only known exception will be proper names such as “VanAlstine” when no space exists between the two parts.  In this case, the “A” will not be capitalized.  This function is only manually reversible.
• Unblock Form: Prints form to submit to request client unblock status.
• View Blocks: Displays a list of active client blocks for all branches.

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Send Email

When in the view mode of a client record, a user can send a single email to the current client.

1. From the main panel, click the [Send Email] option in the list of Actions.
2. Select an existing template or manually enter a message.
3. Select an Assignment, if desired. (optional)
4. Click [Next].
5. Enter the [Subject].
6. Enter a [CC], if desired.
7. Modify the [Email Body] as needed.
8. Click [Send Email].

Note:

• The FROM email address uses the email address from the template. If blank, it uses the Branch Notification email address.
• Client embed codes are supported.
• Course Section embed codes are supported only when an Assignment is selected.

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