User Manual 2.2
×
Menu
  • 3. Client Tracker

3. Client Tracker

The Client Tracker tab is a dependant tab of Contacts. You cannot create a Client Tracker record without relating it to a Contact record. You should create a new record for each Client Tracker process of getting a dog. Successor Dogs should start a new Client Tracker record. 
 
 
While you can create Client Tracker records from the Client Tracker tab, it's best to let the system create one after you create a Contact record with the Client record type. After creating the Contact record, a link to the Client Tracker record will appear in the Current Client Tracker field.
 
Changing an existing Contact's record type to Client will also create a Client Tracker record.