Data Entry Screens

The Data Entry Screens are logically arranged to make it very easy to enter or edit client data. You can access the data entry screens via the Member menu at the top of the screen, or something which most people find more convenient, by clicking in the area at the very bottom left hand of the main screen by the client name. You could also just press F4 if you are a keyboard shortcut kind of person.

Productivity Tip

Using our proven Client Questionnaire form can dramatically speed up data entry for new clients or data entry after client reviews

Access Data Entry Screens

1.	There are three methods of accessing the Data Entry Screens

Click F4

3.	Click on Edit Member on the top toolbar and select Member.

4.	Click on the coloured bar at the bottom of the main screen

Main Data Entry Screen

1.	Once you are in the main Data Entry Screen, this leads to all of the other data entry areas.