Clients

How to send an Email to an Individual Client
The email function on the Client Screen is used to send a single email to a Client directly from Chintaro. The benefit of sending Clients emails throu...
Mon, 10 Dec, 2018 at 4:04 PM
How to merge Client records together to remove duplicates
Each Client that is entered in to Chintaro should only ever have 1 Client screen. This is very important, as you will want the history to move through ...
Tue, 11 Dec, 2018 at 10:35 AM
How to create letters to send to multiple Clients
Creating letters in bulk is called Word Merging and Chintaro has a screen that can be used to create Word Merges to Clients in bulk. Creating Letters ...
Mon, 10 Dec, 2018 at 4:25 PM
How to create an email to send to multiple Clients
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 sent via Out...
Tue, 11 Dec, 2018 at 10:45 AM
How to create an SMS to send to multiple Clients
Chintaro has the functionality to be able to send an SMS in bulk to several or all of your Clients. To use this functionality, you must have an account...
Tue, 11 Dec, 2018 at 12:18 PM
Viewing, Printing and Exporting Client Notes in Bulk
The Client Notes screen (in the Clients menu) can be used for a variety of reasons. It can be used to view all of the Client Notes and Action Note...
Wed, 21 Feb, 2018 at 2:51 PM
How to prevent a Client from becoming a Tenant
Chintaro has a barring function that will prevent a Client from being able to be tenanted, either for a set period of time (for example, until their previ...
Tue, 11 Dec, 2018 at 12:44 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
In Chintaro, Clients are grouped in to Households, consisting of one Primary Tenant and all other Clients are Related Tenants. At times, someone will leave...
Wed, 12 Dec, 2018 at 1:25 PM
Commonly used Client Reports and Exports in Chintaro
This solution is designed to give you an idea of some of the commonly used Reports and Exports used by other Chintaro users across Australia and New Zealan...
Wed, 12 Dec, 2018 at 1:29 PM