Author: Erdmel Satsatin

Disabling Client Record Read more →

Editing Client Information Read more →

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 tracking retention and churn rates to viewing complete client and… Read more →

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 disable records, helping keep contract information organized and accurate. Contract… Read more →

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, add, view, update, or disable records, making it easier to… Read more →

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 and Contract Record. Can view, create, and edit clients and… Read more →

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, and ensure details stay accurate. CMD manages records of clients… Read more →