Record
additional details using data tables Additional Details Using Data Tables
In order to capture additional details, Please go through following follow these steps:
- Go to Admin >> System >> Manage DatatablesData tables
- Then Click on "Create Data Table" tab to see the following screen.. The following page will be displayed:
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Field Name (attribute) | Description | Example | Validations (if applicable) |
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Data Table Name | Please provide an appropriate name for the Data Table |
name |
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Application Table Name | From |
DropDown down menu, select 'Clients' |
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Multi Row | Check this box if multiple rows are required to capture additional details of the client. |
| | Appropriate an appropriate Column Name and select the Column Type ( |
Exexample: String, Number, Date, etc.) from the drop-down menu |
and . Then, click on '+' button to add the column and finally click on "Submit" button to create the data table. |
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- Once the Data Table is created, then Go go to any client's profile to enter additional details (as shown in the following screenshots.):
1. Click on the Marital StatusStatus tab (the additional detail created by data table).
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2. Click on "+Add" button.
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3. Enter the relevant details and Click click on the 'Submit' button.
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Upload Documents of a Client
- Go to the Client's profile and click on the 'Documents' tab tab.
- A new window will appear . There is with a '+Upload' tab at the top-right corner. Click on it to see and the following window .will be displayed:
Field Name (attribute) | Description | Example | Validations (if applicable) |
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Name | Provide the name of the document to be uploaded | Passport |
little information about the document | Passport Details |
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Browse | Click on 'Browse' button to select the file (document) from your computer. |
Finally After selecting the document, click on the Submit button to upload the file. |
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If any other additional information of Clients needed a Client needs to be saved for future reference, Notes Can can be used.:
- Go to the Client's profile and click on 'Notes' Tabtab.
Enter the additional information and click on 'Add' button.
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