If a user outwith a client's lead organisation wishes to change any of the client's core details (e.g. name or address) an email will be sent to the main Point of Contact for the Lead Organisation requesting the changes to the client's core information be approved.

1. Login to FORT and select CRMS from the main menu

2. Fill in the relevant search filters (e.g. First Name, Surname)

3. Click the blue "Search" button

4. Click the "View Version" icon

5. A page listing the different versions of the client's record will be displayed

6. The "Status" column shows which version of the client is currently used (or is "Enabled")

7. Other versions of the client will be marked as "Disabled"

8. Click on the "View Version" icon under the Action column

9. The requested core detail changes/differences are highlighted in pink

10. Click the blue "Accept" button to accept the changes or click the blue "Reject" button to reject the changes

Please note--if you reject a core details change request the details will not be saved and an email will be sent to the person who requested the change(s) informing him/her of your decision.