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.
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To make a column ascending or descending order:
Click on the desired sub tab
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Payroll
Employee transactions
Vendor
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Click on the desired gray column header to change the data to ascending or descending order based on that column.
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Right Click in the grid
Click Export
Navigate through the Export Wizard
Click Execute