Open Client Profile
In the Clients Menu, select the Clients tab to search for the client information to be edited (Refer to Editing Client information guide for searching a client),
Adding New Client Funding
In the lower right hand side of the Client information, there is a "Client Funding" information. Select the "Add Icon" beside it.
Once selected, the Client Funding Form will pop-up. Fill out all the necessary information and then select the "Save" button. 
Editing Client Funding Record
You can always return to a client funding record to make changes to it. To do this, you simply need to double-click on the record from within the client funding section list.
Deleting a Client Funding Record
You should only delete a client funding record if it was mistakenly entered into the system. For valid client funding records, you should Deactivate these to make them inactive in the system. In the lower right of the Client information, Slide the "Horizontal Slide Bar" of the Client Funding information and select the "Delete Icon" of the corresponding Client Funding profile to be deleted - please note that this record will be permanently deleted.
Deactivate a Client Funding Record
You should Deactivate a client record when it is no longer current. To do this, double-click the record within the Client Funding section list on the Client record to open the record for editing. From within the pop-up window select the Unpublish button on the toolbar to edit the fund.
It will have a pop up if you want to continue. Just click ok to unpublish the fund. Then click deactivate to flag the record as inactive.
