The following is an outline of the fields and objects that comprise the Client Profile Template:

• Name: This field is used to input the name of the Template. The name of the template will be identified within the template field of the Client About Me form.

• Add New Record: This icon is used to call the the Question form.

• Question List: Data grid listing the template questions that were created through the Question form.

• Delete Question: This icon is used to delete the question from the template.

The following is an outline of the fields and objects that comprise the Client Profile Template Questions:

• Save: This button is used to create as well as save updates to an existing record.

• Close: This button will close the Template Question page.

• Deactivate: This button will deactivate the Template question.

• Client Profile Template: This field lists the template record to which the question record relates.

• Category: This is a drop down field that provides a listing of values that can be used to categorise the question. The options include Family, Learning, Interests and General.

• Speak with

• Brevity if you require additional categories included.

• Type: This is a drop down field that provides a listing of values that allows to to define the characteristic of the field. At present text is the only field type that can be used.

• Name: This field is used to specify the name of the question.