There are two ways of adding a Client Communication to a CRMS client record

Using the "Add Client Communication" action icon

1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, find the client's details

3. Click the "Add Client Communication" icon displayed in the "Actions" section (telephone symbol located on the right-hand side)

4. Select the Communication type (e.g. Telephone In)

5.  Add a note (e.g. Telephone call from client to confirm appointment on Monday)

6. Click the green "Save" button

From the "Client Home" screen

1. From the client's home screen click on the blue "Add Communication" link

2. Select the Communication type (e.g. Telephone In)

3.  Add a note (e.g. Telephone call from client to confirm appointment on Monday)

4. Click the green "Save" button