Articles in this category 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: Contact Details This section is used to store a client's contact details, and will be used by ClientManager to communicate with the client. Employment Data The employment data section is used to store data related to the client's occupation and related- activities. Underwriting Information Information related to the client's health and medical underwriting is stored in the underwriting tab. Financial Details Financial details contain details regarding the client's income and banking details. Banking details will be used on applications and relevant related forms. General Notes General Notes The notes section can be used for general client notes. This section is not meant to capture Relationships Relationships Relationships can be added to indicate a connection between different clients. To add a relationship, both clients must have been added to the CRM. (If you'd like to indicate a relations... Tidbits (Client Memos) Record concise personal notes about clients, such as their interests or preferences, to deepen connections and gain valuable conversational insights. Capture information like 'John loves soccer and su...