How does it work?

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How does it work?

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:


Adding/Editing contacts & details

Adding/Editing demographic data

Specifying administrative alerts for a client

Reviewing/creating/editing service history for the client

Adding activity-specific contacts

Completing statistics

Printing client summaries and file notes.