Clients

Re-assigning Action Notes to another Chintaro User
If a staff member leaves your Organisation, goes on leave or for any other reason needs to have their tasks assigned to someone else,  you will want to ...
Fri, 7 Dec, 2018 at 3:01 PM
Transferring a Note to another Client
If a Note is entered on the wrong Client record, you are able to transfer the Note to the correct Client record. From the Home Screen> Clients>...
Fri, 7 Dec, 2018 at 3:07 PM
Removing a Note from the Client Screen
If a Note has been made in error or you would like to remove it from the Client's screen for any other reason, you can transfer the Note to the ...
Fri, 7 Dec, 2018 at 3:50 PM
Viewing the Client Notes Buffer Account
Notes that have been made in error and transferred to the Client Notes Buffer can be viewed at any time by your System Administrator. Chintaro doesn’t ...
Mon, 10 Dec, 2018 at 10:14 AM
Printing the Client Note History of an Individual Client
The Client screen has a function that enables you to print the individual note history of the individual Client, or attach it to an email to send to a ...
Mon, 10 Dec, 2018 at 10:03 AM
Setting up a Household
Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Setting up a Household - NZ In Chintaro, a household co...
Tue, 9 Apr, 2019 at 4:09 PM
Simple Step Flowchart: Create a Household
Create a Household Flowchart Follow these steps to create a Household in Chintaro. Please note: you must already have a Primary Tenant in Chintaro b...
Wed, 4 Jan, 2017 at 3:58 PM
Setting up a Household (New Zealand Users)
In Chintaro, a household consists of one Primary Tenant, and one or more Related Tenants.  Examples of Related Tenants are children of Clients, partners o...
Tue, 9 Apr, 2019 at 4:09 PM
Client Additional Data & Functions
The Client record has several blue buttons on the top of the screen that enable you to enter additional information and perform other functions. The fun...
Fri, 4 Jan, 2019 at 12:42 PM
How to send an SMS to an Individual Client
The SMS button on the Client screen can be used to send a single SMS to your Client. The mobile number that is recorded on the Client record will aut...
Mon, 10 Dec, 2018 at 3:56 PM