Client Master Database (CMD) Overview The Client Master Database (CMD) helps keep all client and contract information in one place. It’s designed to make records easier to manage, avoid duplicates,…

There are three user roles in CMD, each with its own functions and permissions across the different sections of the CMD module. CMD Associate RoleHas access to the Client Record…

The Client Main View is the main area for managing client records in the CMD module. It shows a list of active and disengaged clients and allows users to search,…

Editing Client Information

Disabling Client Record

The Contract Main View is the main area for managing contracts in the CMD module. It shows both active and disabled contracts and lets users search, add, review, update, or…

Editing Contract Information

Disabling Contract Record

The Reports & Analytics section offers different types of reports designed to help users monitor client activity, contract performance, and overall data management. Each report provides a specific focus, from…