Client File Navigation

Client File Navigation

Click on a client name within your Client List: the client file is displayed.

Navigation within the client file is broken into four key areas:

· Scenario Dropdown

Clicking on the dropdown will display a list of scenarios saved under the client. You can also manage scenarios here.

· Client Details

Clicking on the full client name will display the Client Details screen.

· Member Details

Clicking on the individual Member of the client (i.e. 'Sam' or 'Samantha' below), will open the individual Member details screen.

· Module Menu

Clicking on a module will display the relevant modelling inputs for that section.