Client Information

Client Information

Manage your clients fluidly with ‘relationship’ links that provide a list of other people related to the client that you have just searched for. Relationships are not limited to family members of the client, they can also highlight your clients’ doctor / accountant / lawyer... or any other to other people in your database that are in some way related to the main client.

A calendar event can be generated directly form any note created on the clients profile page. Calendar events created in this way will automatically contain the details of the note, all of the clients’ information, and links to each of the individual policies owned by that client, allowing you to instantly link back to the clients profile and policy information pages directly from the calendar.

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