Use this article when adding a new applicant, participant, or household record to CDM.

Before You Create a Client

Search the Client List first to confirm the client does not already exist. Duplicate client records can make it harder to track properties, loans, work plans, documents, and reporting history.

Create a New Client

1. Go to Modules -> Clients.
2. Select Add Client.
3. Enter the primary client name or company name.
4. Add application and contact information that is available at intake.
5. Save the client record.

After saving, CDM opens the new client record so you can continue setup.

Required Information

The client record requires a last name or company name before it can be saved. Your agency may require additional fields as part of its intake process, even if CDM allows the record to be saved earlier.

Recommended Intake Fields

Complete as much of the following as possible during initial entry:

• Application status
• Intake specialist
• Application date
• Record date
• Primary client name
• Mailing address