The Clients module is the central hub for managing applicant and participant records in CDM.

Every housing rehabilitation project, loan, work plan, inspection, payment, document, and compliance workflow begins with a client record.

What the Clients Module Is Used For

Use the Clients module to:

• Find and open client records
• Create new client records
• Track client status and intake progress
• Maintain contact, demographic, household, income, and eligibility information
• Review linked properties, loans, work plans, and documents
• Track client tasks and activity
• Review portal access when enabled
• Navigate into downstream case work

Accessing the Clients Module

Go to Modules -> Clients.

From the Client List, users can:

• Search for clients by name
• Filter by assignment, status, intake progress, and case visibility
• Open active client records
• Review linked record badges
• Add new clients