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Home / Configuration Reference / Section: Clients / Change Client Reference Dates

Change Client Reference Dates

Page Type: Utility/Tool (URL: https://dad3.ndrn.org/admin/adminclientreferencedates)

This utility changes the Reference Date on multiple Client records in a single action. Client records are specified by a comma-separated list of Client IDs.

Note

The Reference Date in a record is used to determine which options should be displayed in each Dropdown field. When a record is created, its Reference Date is set to Creation Date (Client) or Date Opened (SR, Project).

Options that are Active on the Reference Date of a record will display.

Change Client Reference Dates admin page screenshot

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