Maintain reporting methods for a client contact
To review addresses for a client contact:
- Review the contacts for a client.
- Open the client contact to display the CCCLNTCNCT—Client Contact Detail screen.
- Select the Additional Reporting Methods tab.
To add a client contact reporting method:
- Click
Add to display the Report Method dialog box. - Enter the following fields:
Report Method Type
Details
Is Active
- Click OK.
To update a client contact reporting method:
- Open the client contact reporting method to display the Report Method dialog box.
- Update the fields, as required.
- Click OK.
To delete a client contact reporting method:
- Click X at the beginning of the row to be deleted.
- Click Submit.
