Interested Others: Others who might have an interest in the client’s situation.?
A client would add this information to their account to keep someone in the loop on their status.
- Begin on your Client Workspace and find the client you would like to add an interested other for.
- From the Clients workspace, Select Profile from the menu on the left and then Interested Others from the submenu:
3. Select “Add New Interested Other”
4. Add Type/Description of Interested Other
Relationship of Interested Other to Client and if they are aware of the client’s situation is not required
6. Add Contact Information for the Interested Other
7. Click “Save“
To Edit the information, select the Edit button on the far left of the name:
