Articles in this category Client Overview: Individuals ClientManager is built to enable a fast workflow. Most data-fields have a 'Quick Copy' button () next to them, making it easy to copy information from a client profile into anothe Client Overview: Entities Legal (juristic) entities can also be added to ClientManager. Legal entities should be added as such to enable utilisation of features specific to non-natural persons. Create a new client: Legal Entity In ClientManager CRM, you can efficiently create new clients, including legal entities or juristic persons representing organizations, corporations, or other legal entities. This guide will walk you t... Create a new client: Natural and Juristic Persons In ClientManager CRM, you can effortlessly create new clients, whether they are natural persons or juristic persons. This guide will walk you through the steps to create a new client and provide insig... Concurrent Access Warnings Introduction "Concurrent Access Warnings" are designed to enhance collaboration within your team while safeguarding your data from accidental overwrites. This wiki page will explain what these warning... Entity: Contact details This page is coming soon. Entity: Banking details This article is coming soon.