Follow the steps below to register a new client in the system:

  1. Log in to the System
  2. From the dashboard, locate and click on the Case Management module.
  3. Click on the Management drop-down menu, then select Client Management. A list of all registered clients will be displayed on the screen.
  4. Click on the Register Client button. This will open the client registration form.
  5. Complete the form by providing the required details, including:
    • Client Type (e.g., Individual or Company)
    • Citizen Status
    • Client Industry
    • Client Name
    • PIN Number
    • Postal Address
    • Email Address
    • Physical Address
    • Alternative Contact Person (if applicable)

Note: Fields marked in red are mandatory. If certain mandatory information is unavailable, enter “N/A” or another temporary value to allow the system to accept and save the record.

6. After entering all the necessary details, click the Add Client button to save the information.

 

Action drop down has additional features to enable perform other functions such as:

  1. Edit – Update a client’s record, such as changing their address or phone number etc
  2. View – Open a client’s profile to review their information without making changes.
  3. Attachment – Upload or access client related documents like IDs or contracts.
  4. Comments – Add internal notes about a client’s preferences or history for reference.