Changes for page Basic Overview of Everest Application
Last modified by Megan Kahl on 2021/12/01 09:51
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edited by Dominique Tricerri
on 2021/08/31 15:07
on 2021/08/31 15:07
edited by Dominique Tricerri
on 2021/08/31 14:59
on 2021/08/31 14:59
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... ... @@ -555,8 +555,7 @@ 555 555 556 556 The various task types are recorded, together with the frequency of the task. 557 557 558 - 559 -(% style="break-before: page" %) 558 +(% style="break-before: page %) 560 560 **Client Categories** 561 561 562 562 The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here. ... ... @@ -591,7 +591,7 @@ 591 591 592 592 The Client Access Group function essentially allows for the granting of access of Client Groups to users. Once Clients have been allocated to the various Client Access Groups, users will be given access to one or more of the Groups, which have been set up. The various Client Access Groups should be specified here. 593 593 594 - (% style="break-before: page" %)593 + 595 595 === (% style="color:#2980b9" %)**Workflow Groups**(%%) === 596 596 597 597 (% style="text-align:center" %) ... ... @@ -677,7 +677,7 @@ 677 677 678 678 Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document. 679 679 680 - (% style="break-before: page" %)679 + 681 681 === (% style="color:#2980b9" %)**Searching for a Client**(%%) === 682 682 683 683 ... ... @@ -690,7 +690,7 @@ 690 690 (% style="text-align:center" %) 691 691 [[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]] 692 692 693 - (% style="break-before: page %)692 + 694 694 === (% style="color:#2980b9" %)**Searching for Members**(%%) === 695 695 696 696