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Open Client Record

Open the client record that you want to manage the funding for by hovering over the Clients Menu, select the Clients

sub-menu item.

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You will be redirected to the Clients list window, search for the name of the client under the Search Field box. You can click on edit button or double click on the client's name.

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Adding the Client Funding

On the lower right part of the Client profile, there is a Client Funding section. Select the Plus Icon to add a funding.

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A Client Funding page will pop-up. Fill out all the necessary information and then select then hit Save.

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Proceed to Step 3

For a more detailed information in adding a Client Funding please refer to Adding a Client Funding information to a client in the System User Guide