10-06-2009, 07:13 AM
Qualifacts recently made an enhancement so a client can be added to a group once the group has been marked Kept:
1) Go to the Schedule top tab and navigate to the day of the group
2) Press the Kept button (to get to the screen where Status is updated for the group members)
3) Find a blank row at the bottom & add this client
4) Press the Submit button (which will take you back to the Schedule)
5) This client will appear w/ the rest of the group members, at the bottom of the screen
6) Press the YES button to complete the individual portion
NOTE: The collective portion does populate to the newly added client
1) Go to the Schedule top tab and navigate to the day of the group
2) Press the Kept button (to get to the screen where Status is updated for the group members)
3) Find a blank row at the bottom & add this client
4) Press the Submit button (which will take you back to the Schedule)
5) This client will appear w/ the rest of the group members, at the bottom of the screen
6) Press the YES button to complete the individual portion
NOTE: The collective portion does populate to the newly added client