Define Clientele Groups
General Information
In the Define Clientele Groups function, you define clientele groups which become part of the "pool" of groups that any advisor in the county may select for the purpose of reporting clientele contacts. You also use this function to record baseline data for clientele groups, and to change or delete clientele groups and baseline data.
NOTE: It is possible to initially define a clientele group without recording baseline data for the group. You will have to provide the baseline data before the end of the reporting year, but you are not prohibited from reporting contacts with that group in the meantime.
Affirmative Action Office Policy Note: Clientele groups are the recipients of your county program - the groups you are targeting when planning your outreach, the ones you extend knowledge to, the ones who will benefit from your programs. All additions, revisions, or deletions of clientele groups should be approved by your county director.
Adding Clientele Groups
When you enter the Define Clientele Group function, you will see a listing of all the existing clientele groups defined by all advisors in your county. To add a new group, click on the Add Clientele Group link.
You will now see a screen where you will enter the following information for the new clientele group.
Click on the Add Clientele button when you have finished entering all the information for this clientele group.
Click on the Save and Add New button to save your entries and add another clientele group.
Click on the Cancel button to return to the Define Clientele Groups screen without saving your entries.
Updating Clientele Groups
To update an existing clientele group, click on the clientele group name. This will show the clientele group data in the Update Clientele Group screen. After making the desired changes, click on the Update Clientele button to save changes, or the Save and Add New button to save changes and then add a new clientele group.
Click on the Cancel button to return to the Define Clientele Groups screen without saving your entries.