Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

The Summary tab contains a snapshot of the client’s information. There are some data entry moves you can make on this tab, such as adding an entry/exit or service transaction or building a household.

...

Many agencies have the Summary Tab as the default tab when you click on the client’s name or search by the client’s ID number.

...