Associating a Client with an Activity

The Client Tab

Associate a Client with an Activity

 

When creating, editing and viewing an activity, you can go to the “Client” tab to associate a client, remove an association or view the current association.

NOTE:

An activity can only be associated with one client, but a client can be associated with multiple activities.
  1. Go to: Activities >> Manage Activities
  2. Click the [+] button in the “Activities” header and click on “New Activity”
  3. When you have entered all the relevant information, click on the “Client” tab
  1. Go to: Activities >> Manage Activities
  2. Select “Edit” from the [Options] icon to the left of an activity
  3. Open the “Client” tab in the activity


STEP 2: Create the association in the “Client” tab of an activity:

  1. Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer (optionally, check to “include archived clients in search”)
  2. Click the [Search] button
  3. Select the desired client by clicking the round box to the left of the name (if you want to know more about the client, you can select “View” from the [Options] button beside the client’s name)
  4. Click the [Save] button

IMPORTANT:

In order to complete the steps above, a “Limited Administrators” need access to the option “Associate Clients with Activities”. Administrators with access to both the volunteer and client module can view/create/remove associations. Administrators without access to the client module can only view whether or not there is an association. No name will be displayed.

 

Remove a Client from an Activity

  1. Go to: Activities >> Manage Activities
  2. Select “Edit” from the [Options] icon to the left of an activity
  3. Open the “Client” tab in the activity
  4. Click the [Remove Association] button to the right of the client’s name. If there are hours logged against the activity, the hours and any feedback will not be deleted, but it will no longer be associated with the client (that is associated with the activity).
  5. Confirm that you want to remove the client from the activity by clicking the [Remove Association] button

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