To view when time was last reported for a client, head over to the Main Card, Cases-view.
Click anywhere in the Main Search on top of the card.
Search for the Client by typing in the Main Search using the following information:
- Client Name
- Client Number
- Entity Identification Number
- Alias
- Initial
Once the Client appears on the Main Search, hover your mouse cursor over the 'Person'-Icon.
The last reported time will appear above the icon as below.
Notes:
1. You can view this functionality anywhere in the system that shows the Main Search.
2. User can view last reported time for any Clients despite not having access to the Client Card.
Comments
0 comments
Please sign in to leave a comment.