Client Management: Comprehensive Client Details

The Client Management feature in CaseCentral allows users to effectively manage client information, ensuring comprehensive tracking and efficient handling of client-related activities.

Here’s how it handles key aspects

1. Details

Manage core client information with the following fields:

* **Salutation:** The salutation for the client (e.g., Mr., Ms.).
* **Customer Name:** The name of the client.
* **Customer Type:** The type or category of the client (e.g., Individual, Company).
* **Customer Group:** Grouping of customers for organizational purposes.
* **Territory:** Geographical area or region the client belongs to.
* **Gender:** Gender of the client.
* **Account Manager:** The account manager responsible for the client.
* **Default Price List:** The default price list applicable to the client.
* **Default Company Bank Account:** The default bank account used for transactions with the client.

2. More Information

Additional fields providing deeper insights into the client:

* **Market Segment:** The market segment the client belongs to.
* **Industry:** The industry the client operates in.
* **Website:** The client's website.
* **Print Language:** Preferred language for printed materials.
* **Is Internal Customer:** Indicates if the client is an internal customer.

3. Address & Contact

Maintain detailed address and contact information for the client with the following fields:

* **Customer Primary Contact:** Primary contact person for the client. (Reselect if the chosen contact is edited after save)
* **Customer Primary Address:** Primary address of the client. (Reselect if the chosen address is edited after save)

4. Tax

Manage tax-related information and settings for the client with the following fields:

* **Tax ID:** The tax identification number of the client.
* **Tax Category:** Category of tax applicable to the client.
* **Tax Withholding Category:** Category of tax withholding applicable to the client.
* **GSTIN / UIN:** GST Identification Number or Unique Identification Number of the client.
* **PAN:** Permanent Account Number of the client.
* **GST Category:** Category of GST applicable to the client.

5. Accounting

Handle accounting details with the following fields:

* **Default Payment Terms Template:** The default template for payment terms applicable to the client.
* **Credit Limits:** Manage credit limits for the client.


    + **No.:** Serial number for the credit limit entry.
    + **Company:** Company name associated with the credit limit.
    + **Credit Limit:** The credit limit amount.
    + **Bypass Credit Limit Check at Sales Order:** Option to bypass credit limit check at sales order.
* **Default Accounts:** Specify default accounts for transactions.


    + **No.:** Serial number for the account entry.
    + **Company:** Company name associated with the account.
    + **Default Account:** The default account for receivables.
* **Loyalty Points:** Manage loyalty programs within accounting.


    + **Loyalty Program:** The loyalty program applicable to the client.

6. Sales Team

Assign and manage sales team members responsible for the client with the following fields:

* **No.:** Serial number for the sales team entry.
* **Sales Person:** Name of the sales person.
* **Contribution (%):** Contribution percentage of the sales person.
* **Contribution to Net Total:** Contribution of the sales person to the net total.
* **Commission Rate:** Commission rate applicable to the sales person.
* **Incentives:** Incentives provided to the sales person.
* **Sales Partner:** The default sales partner.
* **Commission Rate:** Commission rate applicable to the sales partner.

7. Settings

Configure various settings related to client management, including:

* **Sales Team:**


    + **No.:** Serial number for the sales team entry.
    + **Sales Person:** Name of the sales person.
    + **Contribution (%):** Contribution percentage of the sales person.
    + **Contribution to Net Total:** Contribution of the sales person to the net total.
    + **Commission Rate:** Commission rate applicable to the sales person.
    + **Incentives:** Incentives provided to the sales person.
    + **Sales Partner:** The default sales partner.
    + **Commission Rate:** Commission rate applicable to the sales partner.

8. Portal Users

Manage portal access for clients with the following fields:

* **Customer Portal Users:**


    + **No.:** Serial number for the portal user entry.
    + **User:** Name of the portal user.

Implementation in CaseCentral

Client management in CaseCentral enhances organizational efficiency by providing a structured approach to handling client information. This includes comprehensive details, customizable settings, and robust reporting capabilities, ensuring effective client interaction and management.