Client Settings - Occupations
If you are interested in gathering your client's occupations for marketing or reporting purposes, you can utilise the Occupations drop down list. The Occupations settings screen allows you to create a list of occupation descriptions to populate a drop down on your client's records.
- From the Main Menu | Admin | Client Settings screen
- Click the Occupations button
Click once on a record to change it, or click + Occupation to create a new record
Where is the Occupation drop down list used?
The Occupation settings form a drop down list which is used on the Client Details screen
