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Removing a Duplicate Consumer Record
How do I mark one of my Consumers as Inactive? Everyone, All Users To remove a duplicate profile, or to mark a consumer as discharged, simply edit the consumer record and mark the record as inactive. Terminology can be modified within SETWorks to ...
Updating/Editing Consumer Details
How do I modify information of my Consumers? Everyone, All Users Consumer information is primarily stored within the Consumer profile. To modify the information that appears on the consumer profile page, select the edit button. After making the ...
Create a New Consumer
Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
View Consumer Information
Viewing Consumer Information Administrator, Manager This article will explain how to view Consumer information in SETWorks. Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
Assigning Consumers to Departments
How do I assign my Consumer to a Department? All Users, Everyone There are privileges surrounding visibility and ability to assign consumers to departments. Terminology can be modified within SETWorks to better fit the needs of your organization. If ...
Discharging/Inactivating a Consumer Record
My client moved away. How do I remove a Consumer from SETWorks? Everyone, All Users To mark a consumer as having moved or been discharged, simply edit the consumer record and mark the record as inactive. Records are never deleted in SETWorks. It is ...