Steps:
1.Use your assigned credentials to access the system.
2. Once on the dashboard, locate and click on the Case Management module.
3. Click on “Client & Matters,” then select “Clients/Contacts” from the dropdown.
4. A list of all registered clients will appear on your screen.
5. To add a new client, click the Register Client button. This will open a registration form.
6. Complete the form by providing the following information: Client Type (e.g. individual, company), Citizen Status, Client Industry, Client Name, PIN Number, Postal Address, Email Address, Physical Address and Alternative Contact Person (if any)
7. After entering all the necessary details, click “Add Client” to save the information to the system.
Action drop down has additional features to enable perform other functions such as:
- Edit – Update a client’s record, such as changing their address or phone number etc
- View – Open a client’s profile to review their information without making changes.
- Manage Tags – Organize clients by category (e.g. VIP) for easier filtering.
- Sync to Mailchimp – Transfer the client’s contact details to your Mailchimp mailing list for i.e. updates.
- Engagement Letter –Access the agreement that outlines the services you will provide to the client.
- Recommendation Letter – Draft a letter of recommendation for the client.
- Important Date – Record and track key client related dates
- Send SMS – Send a text message directly to a specific client for quick updates or reminders.
- Send SMS to All Files – Send a text message to all the files tagged to a client for i.e. updates
- Attachment – Upload or access client related documents like IDs or contracts.
- Comments – Add internal notes about a client’s preferences or history for reference.
- System Reminder – Set up an automatic alert to remind you or your team about i.e. upcoming client tasks or deadlines.