Overview
Insert overview text of the module detail here. What does the tab do? Why would you use it? When would you use it?
Detail
Create a step-by-step guide:
Add steps that are simple and self-contained
Add illustrations to instructions by typing /image
Stick to 3-5 steps per task to avoid overloading readers
...
Overview
The “Consumer” tab is where Consumers are listed that specific Case Manager. Consumers must be attached to a Case Manager in the Consumer Module, Details tab, Additional sub tab at the bottom. The Case Manager will first need to be entered before it will appear as an option to select in the Consumer Module. Once attached, the Consumer will display on the tab. All columns can be easily sorted by ascending or descending order. Additionally, this tab can be exported if needed.
Detail
To make a column ascending or descending order:
Click on the desired sub tab
Payroll
Employee transactions
Vendor
Independent Contractors and Vendor transactions
Click on the desired gray column header to change the data to ascending or descending order based on that column.
The 1st click will put the column data in ascending order. If you click a second time on the same column, is will put the data in descending order.
To Export:
Right Click in the grid
Click Export
Navigate through the Export Wizard
Click Execute