Education History

Education History is primarily used to record the qualifications of your clients. Education History is available from the Client Manager.

Open the Client Manager and find the appropriate staff member (or client).

  • Right-click Education history and choose Add history from the context menu.

This will open the Education History Wizard:

  • Enter the Qualification/Award name.
  • Optionally, provide the Code/Year for the qualification/award as applicable.
  • Use the browse () icon for Document reference to link to a digital copy of the certificate or other relevant documentation. The Open button will open the existing document if it has been added.
  • Optionally, use Description to enter notes.
  • Click Next, and then Finish.


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