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Record additional details using data tables 

In order to capture additional details, Please go through the following steps:

1. Go to Admin >> System >> Manage DatatablesData tables
2. Then Click on "Create Data Table" tab to see the following screen. 
   
   
   

    

   
   

   Field Name (attribute)	Description	Example	Validations (if applicable)
   Data Table Name	Please provide appropriate Data Table name	Client's Marital Status

    

   Application Table Name	From Drop-Down menu, select 'Clients'

     

   Multi Row	Check this if multiple rows are required to capture additional details of the client.

     

   Add Columns	Provide Appropriate Column Name and select Column Type (

   Ex

   Example: String, Number , Date

   ,

   etc) from drop-down menu and click on '+' button to add the column and finally click on "Submit" button to create data table.

     

   
   

3. Once Data Table is created, then Go to any client's profile to enter additional details as shown in the following screenshots.
   
   1.  Click on Marital Status (the additional detail created by data table)
   
         
   
   2.  Click on "+Add" button. 
   
       
   3.  Enter the details and Click on 'Submit' button.
   
         

Upload Documents of a Client

1. Go to the Client's profile and click on 'Documents' tab 
   
   1. A new window will appear. There is a '+Upload' tab at top right corner. Click on it to see the following window. 
      
       
      
      

      
      

      Field Name (attribute)	Description	Example	Validations (if applicable)
      Name	Provide the name of the document to be uploaded	Passport

       

      Description	Give some little information about the document	Passport Details

       

      Browse	Click on 'Browse' button to select the file (document) from your computer. Finally click on Submit button to upload the file

        

 

1. 1. 
      

Record additional information using notes

If any other additional information of Clients needed to be saved for future reference, Notes Can be used.

1. Go to Client's profile and click on 'Notes' Tab.

2. Enter the additional information and click on 'Add' button. 

   

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