# Client Relationship Management

**Client Relationship Management** allows you to perform the following operations:

1. To capture additional details of Clients using the "**Data Tables**" option.
2. Upload any necessary documents of Client like Driving License, Passport etc.
3. Insert necessary "**Notes**" to provide additional information.

### **Record Additional Details Using Data Tables**

In order to capture additional details, follow these steps:

1. Go to **Admin** >> **System** >> **Manage Data tables**\\

2. Click on **Create Data Table** tab. The following page will be displayed:&#x20;

| Field Name (attribute) | Description                                                                                                                                                                                                                               | Example                 | Validations (if applicable) |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------- | --------------------------- |
| Data Table Name        | Please provide an appropriate name for the Data Table.                                                                                                                                                                                    | Client's Marital Status |                             |
| Application Table Name | From the drop-down menu, select 'Clients'.                                                                                                                                                                                                |                         |                             |
| Multi Row              | Check this box if multiple rows are required to capture additional details of the client.                                                                                                                                                 |                         |                             |
| Add columns            | Provide an appropriate Column Name and select the Column Type (*example: String, Number, Date, etc.*) from the drop-down menu. Then, click on '+' button to add the column and finally click on "Submit" button to create the data table. |                         |                             |

3\. Once the Data Table is created, go to any client's profile to enter additional details (*as shown in the following screenshots*):\
\
&#x20;         1\.  Click on the **Marital Status** tab (the additional detail created by data table).

&#x20;         2\. Click on "+Add" button.&#x20;

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895328/c23.jpg?version=1\&modificationDate=1415947366896\&cacheVersion=1\&api=v2\&width=850)

&#x20;         3.Enter the relevant details and click on the 'Submit' button.

![](https://mifosforge.jira.com/wiki/download/thumbnails/67895328/c24.jpg?version=1\&modificationDate=1415947469470\&cacheVersion=1\&api=v2\&width=650)

### **Upload Documents of a Client**

1. Go to the Client's profile and click on the '**Documents**' tab.\\

   1. A new window will appear with a '**+Upload**' tab at the top-right corner. Click on it and the following window will be displayed:

| Field name (attribute) | Description                                                                                                                                                 | Example          | Validations (if applicable) |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------- | --------------------------- |
| Name                   | Provide the name of the document to be uploaded                                                                                                             | Passport         |                             |
| Description            | Give some information about the document                                                                                                                    | Passport Details |                             |
| Browse                 | Click on 'Browse' button to select the file (document) from your computer. After selecting the document, click on the **Submit** button to upload the file. |                  |                             |

### **Record Additional Information using Notes**

If any other additional information of a Client needs to be saved for future reference, **Notes** can be used:

1. Go to the Client's profile and click on '**Notes**' tab.\\

2. Enter the additional information and click on 'Add' button.&#x20;

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