Each entity and activity in Ivo is associated with an ID.  You can use this ID to track down a specific record of a client.  To find out the entity and/or activity ID please follow these steps:

 

     1.  Click on “Work” tab

     2. Click on “Manage Clients” icon

     3. Select the client name

     4.  Select the record you would like to get the ID for

     5. For Ivo ActivityID number:


For the Ivo Entity ID: