Personal Details
The personal details section contains all the client's basic demographic information. Below is a summary of the fields in the personal details section:
| ID Number | Required. You can enter the client's South African ID number, or if they are not a resident you can enter their passport number. Only numbers, slashes and hyphens are allowed. Minimum 8 characters and a maximum 13 characters. |
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| Nationality | Required. You can choose the client's country of origin from the list of available options. |
| Date of birth | Not editable. The client's date of birth. This is a display field and cannot be edited. The field is populated from the client's ID number. If the ID number field contains a passport number or placeholder ID, this field will not display correctly. |
| ANB | Not editable. Age next birthday. Calculates how old the client will be at their next birthday. This field is not editable as it is populated from the client's ID number. If the ID number field contains a passport number or placeholder ID, this field will not display correctly. |
| Client state | Used to determine whether a client will be included in bulk emails and automated communications. Inactive and deceased clients won't be included in suggested reviews. |
| Reviewed | Whether an annual review has been done this year. A review can be logged at the top of the client's profile page. This field cannot be edited directly. |
| Title | Required.You can choose the client's preferred title from the selection list. |
| Initials | Required. The client's initials. Minimum 1 character, maximum 5 characters. Only letters allowed. |
| Full name | Required. The client's full name. This field should include the client's first and middle names, per their ID document. Only letters, spaces, and hyphens are allowed (no special characters). Maximum 50 characters. |
| Last name | Required. The client's surname. Only letters, spaces, and hyphens are allowed (no special characters). Maximum 50 characters. |
| Nickname | Required. The client's preferred name. This name will be used in client communication and when referring to the client informally. Only letters, spaces, and hyphens are allowed (no special characters). Maximum 50 characters. |
| Language | The client's preferred language can be selected from the dropdown. All communication and documents will be generated in English irrespective. This field is for recording purposes only. |
| Maiden name | The client's previous surname / maiden name. If the client has multiple previous surnames it is recommended to make a note of these in the notes section of the client profile. If the client has multiple previous surnames, the intention of this field is to record the client's first (unmarried) surname. |
| The client's primary (preferred) email address. Only valid email addresses are allowed. This will be the default communication email. | |
| SARS tax number | The client's SARS tax identification number (TIN). This must be a valid 10-digit TIN code. If the tax number does not validate, you will not be able to store it. |
| Marital regime | You can select the client's marital status from the list of options provided. If the client is married but you are not certain whether there is an ante-nupual contract in place, you can select 'Married (Unknown)'. |
| Secondary email | The secondary is email is not used for communication within ClientManager, but allows you to store an alternative email address for a client. Only a valid email address is allowed in this field. |
| Custom greeting | The custom greeting will be used before the client's name when sending communication via ClientManager. The default is 'Dear', meaning emails will start 'Dear John'. If you prefer you can change it to something like 'Hi', for the email to read 'Hi John'. Minimum 2 characters and maximum 10 characters. |
| Review month | Determines the month in which the client will be suggested for a review in your practice dashboard. |