Managing Client Boxes

Manage your client boxes from within the Clients Management area.

• Each box can contain multiple clients and clients can be added to multiple boxes.
• Each user maintains their own client boxes
  Users can only see the boxes that they have created.
• You can store both a label and a note against each client in the box.
• You can create a task list with each client having it's own done/not done status.

Creating a new box (without items)

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
   • You can also click/press the 'New' button.
4. Once the view has loaded click/press 'New'.
5. Enter the name of the box.
6. Enter a label for the box (optional)
   This is used when filtering the list of boxes.
7. Select the box type.
8. Enter any notes (optional).
9. Click/press the 'Save & Close' button.

Creating a new box (with items)

1. Navigate to the 'Clients' area using the system menu.
2. Search for the relevant records.
3. Click/press the 'Selected Clients' button near the top left of your screen.
   • This will be under 'Advanced' if your using a mobile/tablet device.
4. Select the 'Create New Box' option.
5. Once the view has loaded click/press 'New'.
6. Enter the name of the box.
7. Enter a label for the box (optional)
   This is used when filtering the list of boxes.
8. Select the box type.
9. Enter any notes (optional).
10. Review the list of clients that you've selected.
11. Click/press the 'Save & Close' button.

Updating an existing box

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
4. Once the view has loaded find the box you wish to update.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Edit Details'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a box

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
4. Once the view has loaded find the box you wish to delete.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.

Emptying a box

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
4. Once the view has loaded find the box you wish to empty.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the down arrow next to the 'View' button and select 'Empty'.
6. When prompted, click/press the 'Empty' button on the confirmation dialog.

Adding clients to a box

1. Navigate to the 'Clients' area using the system menu.
2. Search for the relevant records.
3. Click/press the 'Selected Clients' button near the top left of your screen.
   • This will be under 'Advanced' if your using a mobile/tablet device.
4. Select the 'Add To Box' option.
5. Once the view has loaded find the relevant box and click/press 'Select'.

Updating an client box item

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
4. Once the view has loaded find the box that contains the item you wish to update.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the 'View' button.
6. Once the box has loaded find the client box item that you wish to update
   • You can use the filter to find the specific client; this will check both the client name and the label.
7. Click/press the the 'Edit' button.
8. Make the required changes.
9. Click/press the 'Save & Close' button.

Removing clients from a box

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Client Boxes' section.
4. Once the view has loaded find the box that contains the item you wish to remove.
   • You can use the filter to find the specific box; this will check both the name and the label.
5. Click/press the 'View' button.
6. Once the box has loaded find the client that you wish to remove
   • You can use the filter to find the specific client; this will check both the client name and the label.
7. Click/press the down arrow next to the 'Edit' button and select 'Remove'.