Updated: Dec 9, 2021
Before you begin using the Client Administration Module it is important to know the following:
New client types are added using the Client Administration Categorisation reference data table.
Prefixes for your clients keys can be set using the custom fields manager (System > Custom Fields > Create and Maintain). The client key field is found in the base section of the client type you want to edit. Each type appears as a separate value in the 'Module' dropdown.
The client configuration screen is used for adding and maintaining pre-built template sections, and other options such as maintaining the visibility of your clients
Design Registration Form is used for adding fixed template sections to that client type. These cannot be edited
Manage Feature Permissions manages the visibility and edit permissions of these sections
Manage Client Options is used to set user role based visibility, client allocation and defaults for communication fields
Manage Client Checklist is used for creating a checklist that will appear every time a client of that type is created