It’s possible to find client information fairly quickly. Some of this information can also be edited at the same time, if needs be. There are two ways to find data quickly, and this guide will describe them both. Use whatever works for you.
1. Open Conflict Check and run a search for a client.
2. Click on the link in the column “Service”.
3. From here you’ll get a list of services, which can be minimised using the the triangle beside the Service ID. The actions will be listed under each service.
4. Click the link in the “Type” column to open and/or edit the action.
A known issue with this is that the “Actions” column – in the conflict check screen – can’t be moved. It technically can, but once you close the conflict check screen, then open it again later, it’ll be in the original place again, at the end of the columns.