How To: Records Management: Clients – LOCI

The Records Management module of Loci is where users will create and maintain the four core types of records:

The second link takes users to the Clients screen

A search menu at the top of the page allows users to filter which Client they are looking for

Searching by Parent Only and Current Only will display the stylized "P" or "C" in the table

Next to each Client Name is an action button (three stacked dots) that gives the users options to Duplicate or Delete the Client record

On the right side of the menu, users can export their filtered list of Clients as a CSV

The Customize Columns menu allows users to rearrange the table columns using a drag-and-drop for the data types

The Expand Table button opens an inset window with a larger layout of the table

Selecting the Collapse Table button will return the table to its original view in the plan

Users can also choose to create a new Client record by clicking the Add Client button

This opens the Add Client menu into which the user can input all the required information (signified by an *) to create a new Client in the system

Once the necessary fields have been populated, the user can click Save Client and the Client record will be created

To the right of this screen are an Action menu and two checkboxes:

The Action menu on this screen provides the same two functions as the mains screen Action menu: Delete and Duplicate

The record will also appear in the table on the Client main page