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.

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