Client Master

Go to CRM – Client master
In client master you can check the details of client email, mobile, DOB, PAN, Address, Family head etc. Further in edit option you can edit the details of clients basic details.

To give login access to the client Go to CRM- Client Master – Click on Edit option and add the login id.
If you want to give mobile access, click on allow mobile access tick and add mobile access expiry date and click on update.