Client Navigation Bar

Displays when a Client record is opened or Clients is selected on the left hand selection menu.
 
Clients who synchronise Bp Allied will also see a Sync All button on this toolbar.
Client Navigation Bar
1

Clients toolbar

1. Clients toolbar
Click here for more information on the Clients toolbar.
2

Print toolbar

2. Print toolbar
Enables the printing of various client details.
3

Relationships Toolbar

3. Relationships Toolbar
The "Family Show" Genogram feature allows the mapping out of a client's family and relationships.
4

Send SMS

4. Send SMS
Send an adhoc SMS directly to the client from here.
5

Import/Link documents toolbar

5. Import/Link documents toolbar
Click here for more information on the Import/Link toolbar.
6

New Client Window

6. New Client Window   
Click this button to open an additional Client Details Window. 
Use this to view more the details of more than one Client at the same time.
7

Exit toolbar

7. Exit toolbar
Click this button to exit the Bp Allied program.