Client Relationship Management
Client Relationship Management allows you to perform the following operations:
To capture additional details of Clients using the "Data Tables" option.
Upload any necessary documents of Client like Driving License, Passport etc.
Insert necessary "Notes" to provide additional information.
On this page:
Record Additional Details Using Data Tables
In order to capture additional details, follow these steps:
Go to Admin >> System >> Manage Data tables
Click on Create Data Table tab. The following page will be displayed:
Once the Data Table is created, go to any client's profile to enter additional details (as shown in the following screenshots):
1. Click on the Marital Status tab (the additional detail created by data table).
2. Click on "+Add" button.
3. Enter the relevant details and click on the 'Submit' button.
Upload Documents of a Client
Go to the Client's profile and click on the 'Documents' tab.
A new window will appear with a '+Upload' tab at the top-right corner. Click on it and the following window will be displayed:
Record Additional Information using Notes
If any other additional information of a Client needs to be saved for future reference, Notes can be used:
Go to the Client's profile and click on 'Notes' tab.
Enter the additional information and click on 'Add' button.