In Chintaro, anyone who you deal with will start off in the system as a client. Clients are people who:
- are currently tenanted with your organisation
- not currently tenanted with you but have applied to be tenanted
- people who are related to the primary contact (EG children, partners or people have applied for housing together)
- 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 and there should only ever be 1 client in the system for each person.
Please note: If you are an Australian user of Chintaro, click here to view the Solution for: Adding a New Client - AU
Use this solution to see how to:
Open a new Client screen
Click Client in the Toolbar to open the Manage Clients screen.
Before adding a new client, ensure that the person does not already exist in the database by searching for their name in the Surname column (single click on any surname, type the surname of the client and press <ENTER> on your keyboard).
If the person has not yet been added to Chintaro, click the Add Client button will open an empty Client screen:
Add data to the screen
After you have added information to a field on any screen press <TAB> or <ENTER> on your keyboard and the data will be saved automatically. You do not need to click a button to save.
Only add data in the screen that you know and that is relevant to your organisation and skip any fields that you do now know, or are not relevant.
Navigate sections of the Client screen
The Client screen is separated in to a number of sections: