In Chintaro, Clients are all the people that you deal with. Clients are people who are currently Tenants, and Clients are also people who are not currently tenanted, but have applied to be a Tenant. Clients are people who are related to Tenants (EG children of Clients), or people that have been tenanted with your Organisation in the past.
Every person you deal with must have their own individual Client record in Chintaro.
Chintaro Screens used for Clients
From the Home Screen, to access the Client Sub-Menu click on Clients from the Main Menu to see the various Client screens:
Manage Clients: Clicking this option opens the Client Search Screen to view all Clients in the system.
Merge Clients: Clicking this option opens a screen that enables you to merge 2 Client records together.
Client Letters: Clicking this option opens a screen that allows you to produce bulk letters to your Clients.
Client Email: Clicking this option opens a screen that allows you to generate and send bulk emails to your Clients.
Client SMS: Clicking this option opens a screen that allows you to generate and send bulk SMS's to your Clients.
Client Notes: Clicking this option opens the screen to see all of the notes made for all of the Clients in Chintaro.
Accessing the Client Search Screen
Clicking Manage Clients from the Client Sub Menu will open the Client Search Screen (Click the following link to see the Solution: Using Search Screens in Chintaro):
The Client Search Screen can be accessed via the Clients Menu > Manage Clients (as above), or by clicking the quick link in the Toolbar.
Once in the Client Search Screen, to add a new Client, click the button in the screen functions.
Client Overview eLearning Video