The Client record has several blue buttons on the top of the screen that enable you to enter additional information and perform other functions. The functions appearing on your screen may differ slightly depending on your System Preferences including your State/Country selected. 


Viewing the Additional Client Data and Functions

To view the Client functions, open any Client screen:


Barring: Is used to bar a Client from being tenanted for a period of time, or indefinitely. Click here for more information on Barring a Client.
Housing History: Is used to enter more detailed data regarding the Client’s housing history. Select the relevant fields to your organisation, otherwise leave these fields blank.

Residency Links: Is used to record how long a client has lived in a Local Government Area (LGA). To record this information for your Client, enter data in the table in the bottom section of the Residency Links table:


Make Booking: Is used to book rooms for individuals coming out of correctional facilities (Out Care Organisations).
Next of Kin: Is used to enter 2 instances of Next of Kin details for Clients.  

Confirmed: No longer UsedIs used to record confirmations that have been made by the Client, such as confirmations that you have obtained consent or have got signatures for. 

Income Details: Displays the default screen view.
Waiting List: Is used to create a Waiting List entry.
Create/View Tenancy: Is used to create/view a Tenancy.

Client Additional Functions eLearning Video