Accessing the Client funding
Once new business has been converted into the client module there are four approaches available as listed below for the review and management of existing and the creation of new Client Funding records:
Client funding menu
The funding record can be accessed from the Client>Client Funding sub-menu
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Client funding data grid
The funding record can be accessed from the Funding data grid located on the client record.
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Client funding tile
The funding record can be accessed from the Client Funding tile located within the left vertical menu of the client record.
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Client funding via the Schedule Board
The funding record can be accessed from the client panel within the schedule board by selecting the 
icon.
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