A client menu has links that allows Cosec to manage a client. This menu appears only after you have selected a client to view and manage.
To open a client menu;
- Click on “CLIENTS” from the main menu to view the client listing.
- Click on any of the client row from the client listing.
- The client information is displayed with another sub-menu appearing with client information.
- Clicking on any item in this menu will display information or do tasks that concern the currently viewed client.
- To view the client menu for another client, start again from the first step and select another client.
The links contained in this sub-menu is further explained in the proceeding sections.