Client Relationship Management

Owned by Ed Cable
Last updated: Jun 17, 2019 by Massabe Lydiane

Client Relationship Management allows you to perform the following operations:

  1. To capture additional details of Clients using the "Data Tables" option.
  2. Upload any necessary documents of Client like Driving License, Passport etc.
  3. 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:

  1. Go to Admin >> System >> Manage Data tables

  2. Click on Create Data Table tab. The following page will be displayed: 



    Field Name (attribute)DescriptionExampleValidations (if applicable)
    Data Table NamePlease provide an appropriate name for the Data Table.Client's Marital Status
    Application Table NameFrom the drop-down menu, select 'Clients'.


    Multi RowCheck this box if multiple rows are required to capture additional details of the client.

    Add ColumnsProvide an appropriate Column Name and select the Column Type (example: String, Number, Date, etc.) from the drop-down menu. Then, click on '+' button to add the column and finally click on "Submit" button to create the data table.

  3. 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

  1. Go to the Client's profile and click on the 'Documents' tab.
    1. A new window will appear with a '+Upload' tab at the top-right corner. Click on it and the following window will be displayed:
       



      Field Name (attribute)DescriptionExampleValidations (if applicable)
      NameProvide the name of the document to be uploadedPassport
      DescriptionGive some information about the documentPassport Details
      BrowseClick on 'Browse' button to select the file (document) from your computer. After selecting the document, click on the Submit button to upload the file.

Record Additional Information using Notes

If any other additional information of a Client needs to be saved for future reference, Notes can be used:

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

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