Use the Verification record to document the process of verifying a client’s status in a particular area.
Enter the appropriate information, and save and close the record.
When you have completed the verification process, uncheck the Verfication in Progress checkbox. This will bring additional fields into view, so you can record the completion date and indicate whether or not the verification was successful.
If you indicate that the verification was successful: a field will appear for you to enter how long long the verification applies.
If you indicate that the verification was not successful: a field will appear for you to select the reason.