Create a Resident Record from a Prospective Client

 

This option allows you to convert a prospective client record into a resident record.

 

Click on the "Utilities" tab to bring up the list of options and then select "Prospective Clients" and then "Create a Resident Record from a Prospective Client" from the menu options list.

 

 

You will now see the "Create Resident Record from a Prospect" screen.

 

Click the drop down button and select the record that you wish to convert and then click the "OK" button.

 

You will now be asked to confirm your choice.

 

 

Click "Yes" to continue or "No" to cancel. If you selected "Yes", you will now see the "Record Created" confirmation screen, click "OK" to finish.

 

 

You will now be taken to the Resident Record screen and will see the following reminder.

 

 

Click on "OK" to continue. For more information on completing a Resident Record, go to Resident Information.