The first step will be to search for the client (Contact) whose information you wish to acess/modify. To do this, after logging in, you will need to go to the orgView tab and enter some search criteria into the "search for" text box. The drop down to the left is used to filter contacts from the search.

Alternatively, you can used Advanced search to do a search for a contact using multiple criteria.

When you load up the contact, you will see their contact screen. Here you can enter and edit common information about the contact that is used in various parts of the system. Notably, when displaying information to contacts on reports. Depending on the system, the contact screen may look different from what you see above.

After finding and selecting your contact, to the left side of the screen you will see a list of departments on the left side of the screen. These items hold different forms, notes and appointments created by users in the system. Clicking on a folder will allow you to see forms that correspond to the department that you’re in. For example a Human Resources folder could contain an Employee form that allows you to store information about other users or a Fiscal folder will hold the Billing Schedule which will allow you to enter insurance information for a particular client.

Next to each department name, there is a clipboard icon. This icon will allow you to create new forms in the corresponding department.  After clicking the button a dialog window will appear, which will allow you to select a form and a new copy after hitting the “Create” button. Additionally, if the department has reports visible from the clipboard dialog, they will show in the bottom half of the screen.

When you create a form for the first time, you will need to save it first for it to exist in the client’s folder. Clicking buttons on the form will typically trigger a form save automatically. If there is no button then you will need to save the form by using the “Save” button that appears in top right hand corner of the form.

Additionally, you can revert changes made to a form by clicking the cancel button prior to saving. Sometimes, there will also be a printer icon that will allow you to create a pdf version of the form that you are working on so that you can print out. In the image above, it is the blue icon (although sometimes they can come in various colors). The red Check icon will allow you to use spell check on text areas on the form. Lastly, the “H” icon allows you to view the history of the form and see which users made changes to the form previously. More information regarding form history can be accessed here: Form History