What is the client manager?

• Related Articles

• Creating a new client

  Please find an Interactive Guide here To create a client: 1. Navigate to the Client Manager which is found under the Activities menu in the top left of Arken Professional. 2. Click on the 'Add Client' button. 3. You will be presented with the Create ...

• Amending details of an existing client

  It's easy to edit an existing clients record. 1. To edit or amend an existing client record, search for the client you need to edit and click the 'Amend' button. 2. You should see the client record: 3. Click 'Update' to enter the Client profile and ...

• How to create the spouse/partner's profile

  Please find an Interactive Guide here Once you have created an initial profile for a client you can add a profile for their spouse/partner with a few clicks. 1. To create a new client record for a spouse, search for the original client and click the ...

• Creating data entry pick-lists

  To help reduce the time you spend entering data you can customise the pick lists that appear in the document questionnaires or have a colleague end a client's data prior to drafting the Will. The follow customisations are available for each client ...