People/Clients Manager

This documentation explains how to use the People/Clients Manager module in AckySHINE. This module allows you to manage client information, appointments, cases, communications, and related reports.

1. Main Pages/Options

• 🗂 Manage Clients: Add, edit, or delete client records.
• 📆 Appointments: Schedule and manage client appointments.
• 🗓 Appointment Calendar: View all appointments on a calendar.
• 📑 Manage Cases: Handle client cases and related issues.
• ✉️ Emails: Manage emails linked to clients or cases.
• 💬 Communications: Track communications with clients.
• 📋 Reports: Generate reports for client activities, appointments, and cases.

2. Managing Clients

To manage client information:

1. Navigate to Manage Clients.
2. Add new clients by clicking Add Client and filling in the required details (e.g., name, email, phone).
3. Edit client details by selecting a client and clicking Edit.
4. Delete clients by selecting a client and clicking Delete.

3. Managing Appointments

To schedule or manage appointments:

1. Navigate to Appointments.
2. Click Add Appointment to schedule a new appointment for a client.
3. View existing appointments in the Appointment Calendar.
4. Edit or cancel appointments as needed.

4. Managing Cases

To handle client cases:

1. Navigate to Manage Cases.
2. Click Add Case to create a new case for a client.
3. Track case details, including linked clients, sub-issues, and updates.
4. Edit or close cases as necessary.
5. Access the communication thread for each case to view or add related communications.

5. Managing Emails

To manage emails linked to clients or cases:

1. Navigate to Emails.
2. View emails fetched from linked accounts.
3. Link emails to clients or cases for better tracking.

6. Tracking Communications

To track communications with clients:

1. Navigate to Communications.
2. Record new communications, such as calls or emails.
3. View a threaded timeline of past communications.

7. Generating Reports

To generate reports:

1. Navigate to Reports.
2. Select the type of report you want to generate (e.g., client activities, appointments, cases).
3. Filter data by date, client, or other parameters.
4. Download or print the generated report.

8. Notes

• Ensure client information is accurate and up to date for effective management.
• Utilize filters and search options in each module for quick navigation.
• Track all communications and link emails to ensure seamless client handling.