Refer to the following topic for additional information.

Adding Profile

To create a profile record, observe the following steps:

1. Click the About Me icon in the left vertical menu bar to open a record listing page within the browser, or if you’re still on the client profile, refer to step 3.

2. Select the About Me record to be updated with profile details, then click the Edit button to open the client profile in the browser.

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3. To add a new profile detail record, select the new record icon to open a blank Client Profile Details page within the Browser.

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4. Inputting data into the Name field is optional.

5. In the Question field, select the Question from the drop-down list to assign to the client profile.

   If you find there is a need to include additional values, then these can be added by selecting the plus icon located at the bottom right of the list to open the Client Profile Template Questions details page, as shown below. On the Client Profile Template Questions details page, select the appropriate values from the drop-down lists within the Client Profile Template, Category, and Type fields. Input the Question name. Save and close the record. You will need to refresh the question listing

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6. Within the text field, input a narrative response to the question being asked.

7. Click on the save button to create the client profile detail record.

8. Click the close button.

9. Repeat steps 3 - 8 to assign additional questions.

Adding Profile Details

To create a profile detail record, observe the following steps:

1. To add a profile detail record, select the new record icon to open a blank Client Profile Details page within the Browser.
   
   

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2. Select a value from the question field.

3. Input the answer.

4. Click on the save button to create the client profile detail record.

5. Click the close button.

6. Repeat steps 1 - 5 to assign additional questions.