Clients

How to copy a note across to other Clients
At times, you may want to copy the same note that you have created from one Client to another Client, or multiple Clients. Using the 'Copy This Note&#x...
Wed, 12 Dec, 2018 at 2:17 PM
Client not showing in Manage Clients screen when searching
If you have searched for a Client in the Manage Clients screen and you can't find them, their Client screen has been made 'inactive'. Only &#...
Wed, 12 Dec, 2018 at 2:25 PM
How to 'remove' a Client in Chintaro
If your Client has deceased, you can remove them from the Manage Clients screen by inactivating them. Only 'Active' records are visible in Chintar...
Wed, 12 Dec, 2018 at 2:34 PM