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What's New? Update Notes & Changelog

Category: Updates Log

All notable changes/updates to ClientManager will be documented here. This log will record the following types of changes to ClientManager: Added for new features. Changed/Improved for changes in exi...

Welcome to the ClientManager knowledgebase!

Category: Knowledgebase

Welcome to ClientManager Knowledgebase!   Using this Wiki Welcome to the ClientManager Knowledgebase! The ClientManager Knowledgebase is an electronic user guide, showcasing the features and intended ...

Privacy Policy

Category: Technical & Legal

SOFTWARE AS A SERVICE - PRIVACY POLICY These Software as a Service Terms and Conditions apply to all Software Plans licensed by CLIENTMANAGER (PTY) LTD. 1. INTRODUCTION 1.1 The Service Pr...

Managing Client Reviews

Category: CRM Basics

Logging a review Review notes can be brief - remember the purpose is to document how you went about ensuring the client's financial plan is still appropriate or how planning was adjusted to meet chan...

Using the Interaction Log

Category: Interactions

What is the Interaction Log? The interaction log provides a summary of all the interactions you've had with a specific client. Interactions refer to events such as email communications, sms and Whats...

Terms of Service

Category: Technical & Legal

SOFTWARE AS A SERVICE TERMS AND CONDITIONS These Software as a Service Terms and Conditions apply to all Software Plans licensed by CLIENTMANAGER (PTY) LTD. 1. INTRODUCTION 1.1 The Servic...

Entity: Banking details

Category: Clients

This article is coming soon.

Entity: Contact details

Category: Clients

This page is coming soon.

Creating a Client List for Upcoming Reviews with Specific Tags

Category: Knowledgebase

  This article provides a step-by-step guide on how to use the report builder to generate a list of clients with upcoming reviews, filtered by specific tags. This is especially useful when you need t...

Building Custom Reports

Category: Practice Management

Overview The Report Builder allows you to create detailed, custom, book- and segmentation-reports with the click of a button. This feature enhances your ability to manage and analyze your client data...

Workflows (Task Templates)

Category: Task Manager

This guide is coming soon.

Updating your Outlook Addin

Category: Interactions

We're passionate about constantly enhancing ClientManager and our related tools. As such we will likely update and enhance the Microsoft Outlook Addin from time to time. The ClientManager for Outlook ...