Clients

Client Screen - Support Agencies
The Support Agencies section of the Client screen enables you to add details of Support Agencies who are providing support to your Client. Adding Supp...
Thu, 22 Jun, 2017 at 2:07 PM
Client Tags
Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Client Tags - NZ What are Client Tags? Tags a...
Fri, 4 Jan, 2019 at 12:38 PM
Client Tags (New Zealand Users)
Tags are a way to add specific characteristics to group Clients together in Chintaro. Tags are completely customisable to suit your Organisation, and you...
Fri, 4 Jan, 2019 at 12:38 PM
Client Alerts (Australian Users)
Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Client Alerts - NZ Alerts are designed to highlig...
Fri, 4 Jan, 2019 at 12:36 PM
Client Alerts (New Zealand Users)
Alerts are designed to highlight other Chintaro users about potential risks or dangers associated with a Client. Alerts are like Tags (See Solution: Clien...
Thu, 24 Jan, 2019 at 4:18 PM
Adding and Removing Client Tags and Alerts from the System
New Tags and Alerts can easily be added to the system, and existing Tags and Alerts can also be removed easily. To add or remove Tags and Alerts from ...
Fri, 7 Dec, 2018 at 2:32 PM
Client Screen - Related Links
The Related Links section allows you to add a hyperlink to a Client screen so that you can access important folders and documents quickly.  Chinta...
Fri, 7 Dec, 2018 at 2:33 PM
Client Screen - Notes
The Client Notes section in Chintaro is used as a historical record of the interactions between your Organisation and your Client. Notes can be en...
Thu, 13 Dec, 2018 at 10:18 AM
Client Screen - Action Notes
Action Notes are Client Notes with a task to perform, whether that’s for yourself or someone else in your Organisation. You can make an Action Note...
Mon, 10 Dec, 2018 at 9:38 AM
Client Notes Screen
Chintaro has a separate screen that is used to view all Client Notes that are recorded in the system. From the Home Screen> Clients> Client ...
Mon, 30 Jan, 2017 at 1:15 PM