Add First Lifestyle (Personal Information)
Menu Link Client > Lifestyle
Client Personal Information Notes
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select client from dropdown list
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2nd/subsequent client selection from this
screen only
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system requests permission to add lifestyle sheet
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click Personal
Information Key Note Generator button
Personal Information Key Notes Generator
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adding key note(s) is an optional process
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click on 1 or more text question(s) to display a
supplementary screen to enter additional detail
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when all text is complete, click
Client Personal Information Notes
button re-display initial screen
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check personal notes summary is complete then
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click Close
button to save lifestyle sheet
Sample supplementary screens
 
Your first lifestyle sheet is now complete | 