Clients

Client Tags
Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Client Tags - NZ TABLE OF CONTENTS What are ...
Fri, 11 Jun, 2021 at 4:09 PM
Client Tags (New Zealand Users)
TABLE OF CONTENTS What are tags? Adding a Tag to a Client Screen Removing a Tag from the Client Screen Video: Clients: Client Tags What are tags? ...
Fri, 11 Jun, 2021 at 4:36 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 TABLE OF CONTENTS What are Al...
Fri, 11 Jun, 2021 at 4:38 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
TABLE OF CONTENTS Client Notes Adding a new Note to a Client Screen New Line in Note Body Automatic Notes Pinning a Note to the top of the C...
Wed, 16 Jun, 2021 at 10:30 AM
Client Screen - Action Notes
TABLE OF CONTENTS Action Notes Creating an Action for a Chintaro User Viewing Action Notes that have been assigned to you Viewing all of the Acti...
Wed, 16 Jun, 2021 at 10:34 AM
Client Notes Screen
TABLE OF CONTENTS Client Notes Screen Using Search Screens Video: Client Notes and Action Notes Client Notes Screen Chintaro has a separate ...
Wed, 16 Jun, 2021 at 10:37 AM
Re-assigning Action Notes to another Chintaro User
TABLE OF CONTENTS When to Re-assign Action Tasks Re-assigning Action Notes to another Chintaro User When to Re-assign Action Tasks If a staff memb...
Wed, 16 Jun, 2021 at 10:41 AM