Add a Hardship Type

Use the Hardship Type panel to add a financial hardship type.

To add a hardship type

1. With an account displayed in the Work Form, do one of the following:

• From the Info menu, click Care and Hardship.

• At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Care and Hardship.

2. In the toolbar in the Care and Hardship panel, click Financial Hardship.

3. In the toolbar in the Financial Hardships window, click Add Financial Hardship.

Code: Code that identifies the type of financial hardship, such as unemployment.

Description: Description of the hardship type.

Proof Required: If selected, your organization requires proof of the financial hardship.

4. Complete the information and then click OK.

Related Topics

Hardship Types