Clients

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
TABLE OF CONTENTS What Does Removing a Note Mean? Removing a note from a Client's screen What Does Removing a Note Mean? If a Note has been m...
Wed, 16 Jun, 2021 at 10:44 AM
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 TABLE OF CONTENTS Househo...
Wed, 16 Jun, 2021 at 10:48 AM
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)
TABLE OF CONTENTS Households in Chintaro Add the Primary Tenant Add any Related Tenant(s) to create a Household Client Households eLearning Video H...
Wed, 16 Jun, 2021 at 10:50 AM
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...
Wed, 14 Jul, 2021 at 12:21 PM
How to send an SMS to an Individual Client
TABLE OF CONTENTS SMS Button Sending an SMS to one Client My SMS message is less than 160 characters but it is being cut short to around 70 chara...
Wed, 16 Jun, 2021 at 11:48 AM
How to send an Email to an Individual Client
TABLE OF CONTENTS Email from Chintaro Sending an email to an individual Client  Client Email eLearning Video Email from Chintaro The email func...
Wed, 16 Jun, 2021 at 11:50 AM