If you do not belong to a client's "Lead Organisation" and wish to change his or her core details (e.g. name or address) the changes must be approved by the Lead Organisation.

1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, find the client's details

3. Update the fields you would like to edit and click the blue "Save" button

4. A message will appear confirming the change request has been submitted to the lead organisation and an email will be sent to the lead organisation notifying them of your request

5. The changes will appear once they have been approved by the Lead Organisation 

6. Click the blue "Save" button

7. Once the details have been saved you will be taken to the Client Home screen.  From here you can Make a Referral, Add a Communication or update the client's details.