Follow this procedure to add/edit a customer's education details.
|
Step |
Action |
|
1 |
Click the 'Plan Development' tab on the Case Detail |
|
2 |
Click the 'Add' or 'Edit' button under the Education Detail section to begin. |
|
3 |
Click the radio button that indicates whether the customer has ever received financial aid. |
|
4 |
Click the radio button that indicates whether the customer is currently in school. |
|
5 |
Select the customer's highest school grade completed from the drop down list. |
|
6 |
Click 'Save' to update changes. |
Note:
If you indicate that the customer has received financial aid, then you must enter all of their financial aid sources.