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CS – Edit Application

To edit an application for a client…

From the main menu under Client Services select [Edit Application]  or click the [Manage Client Apps] from the Quick links home page

or through the Quick link 

From here you can select from the following…

A – Where Client Prefers to be Trained (You can create this list ahead of time to appear in the drop down menu)

B – Gender

C – Status With Us

D – Date Application Complete

E – Application Start Date

F – Application Status (You can create this list ahead of time

G – Client (Enter name of client. The client’s name should already be in system via [Client Basic Info, Add & Edit])

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