Clients

How to merge Client records together to remove duplicates
TABLE OF CONTENTS One Client Record Information That Can Be Merged Information That Cannot Be Merged Merging 2 Clients together Merging Clients e...
Wed, 16 Jun, 2021 at 11:54 AM
How to create letters to send to multiple Clients
TABLE OF CONTENTS Bulk Letters Creating Letters in bulk for Clients Client Bulk Functions eLearning Video Bulk Letters Creating letters in bulk i...
Wed, 16 Jun, 2021 at 11:57 AM
How to create an email to send to multiple Clients
Bulk Email Chintaro has the functionality to be able to send an email in bulk to several or all of your Clients. All emails sent through Chintaro are ...
Wed, 16 Jun, 2021 at 11:58 AM
How to create an SMS to send to multiple Clients
TABLE OF CONTENTS Bulk SMS Creating a bulk SMS for Clients Client Bulk Communication eLearning Video Bulk SMS Chintaro has the functionality to ...
Wed, 16 Jun, 2021 at 12:00 PM
Viewing, Printing and Exporting Client Notes in Bulk
TABLE OF CONTENTS Manage Client Notes Screen Viewing the Client Notes screen    Filtering the Client Notes screen to report on different Note Ty...
Wed, 16 Jun, 2021 at 1:14 PM
How to prevent a Client from becoming a Tenant
TABLE OF CONTENTS Barring To apply a temporary barring When a barring period passes and the Client is no longer barred To apply a permanent/lifelong ...
Wed, 16 Jun, 2021 at 1:16 PM
Updating the Age Groups for Reporting
The Update Age Groups function is used to update the age groups of your Clients, used in Statistical Reporting.     1. To change the Age Groups, go to ...
Wed, 12 Dec, 2018 at 1:09 PM
How to remove a Client from a Household/Tenancy
TABLE OF CONTENTS Houshold Changes How to remove a Client from a Household For additional assistance with removing Clients from a household Houshold ...
Wed, 16 Jun, 2021 at 1:18 PM
Commonly used Client Reports and Exports in Chintaro
TABLE OF CONTENTS Reports Commonly Used Client Reports Exports Commonly Used Client Exports This solution is designed to give you an idea of some of...
Wed, 16 Jun, 2021 at 1:21 PM
How to copy a note across to other Clients
TABLE OF CONTENTS Copy This Note Function Entering a note to Chintaro Copying the note to other Clients Copy This Note Function At times, you may wan...
Wed, 16 Jun, 2021 at 1:23 PM