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How to Define an Initial on Client Card

  • Updated

To define a personal initial on the Client Card, head over to the Details-view, under the Name section. 

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Click on Set initials...

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The following dialog will appear.

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Click on the field and enter the initial you want.

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Click anywhere in the empty space, and the changes will be saved automatically.

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For more information about removing an initial, click here.

 

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.