Client Directory

The client directory is available from the following log-ins:

  • shelter manager
  • data entry user
  • view-only user

To view the client directory, select "Clients / Client Directory":

client directory

Below is a sample directory. You can view

client directory

To view all clients, select "*":

client directory

By default, inactive clients are hidden from the directory. To view them, click the link "Show active and inactive clients":

client directory

From the directory entry, you can view the client record:

client directory

You can set an active client to the inactive state (or vice versa):

client directory

Under the Client Contacts column, you can view a contact record:

client directory

You can also add an additional contact to this client's record:

client directory