The Manage Clients screen is divided into two main sections.
The panel to the left allows you to select a specific client, whether that is a person or an organisation. Your current clients are listed in a convenient tree view, while every client (and indeed every entity) on the system is also available from the drop-down list at the top of the panel.
Once a client has been selected in the left panel, their details are available in the panel to the right.
In the right hand panel, the following functions are available:
•Specifying administrative alerts for a client
•Reviewing/creating/editing service history for the client
•Adding activity-specific contacts
•Printing client summaries and file notes.