Articles in this category Dashboard Practice overview When logging into ClientManager you'll be presented with a dashboard, containing useful information about your practice. In the top left you'l Requesting and awaiting approval to join a practice This article is coming soon. Alerts When you have a new unread alert, the CRM will notify you by animating the bell in the top menu. If you have pending alerts, you'll see the following icon: To read your unread alerts, simply click on... Practice Insights Note: The 'Practice Insights' tab is a feature available to users on the 'Team Essentials,' 'Team Standard,' and higher packages. The 'Practice Insights' tab in ClientManager CRM provides valuable dat... Team Permission Permissions allow you to determine which of your team members have what priveleges within your practice. Please be sure to carefully review permissions granted. ❗️As a general rule it is recommended ... Team Delegation Delegation allows users to grant access to their clients to other users within the same practice. This feature enables collaborative client management while maintaining security and privacy. Users can... Troubleshooting: Team permissions update failed Error Message Details: Error Message: "The server could not accept the requested update. Please try again or contact support if the issue persists." Root Cause: The error occurs when a user attempts... Building Custom Reports 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 cli