FNA Manager Support FNA Manager Support
Knowledgebase

Knowledgebase

Legal
Task Manager
CRM Features
Bulk Emails
Settings & Practice Management
Tutorials
  • Top articles
  • Latest articles
Getting Started

Category: Welcome to ClientManager CRM

This video provides a brief overview of the CRM features and the intention behind their design.

207
(0)
Changelog: What's new?

Category: Knowledgebase

v2.3.1 [08-01-2026] Added Added the ability to edit Interaction Log entry titles and descriptions. While interactions cannot be edited for audit purposes, the application now allows editing titles an...

83
(0)
Setting Up Your CRM

Category: Welcome to ClientManager CRM

This tutorial guides you through setting up your profile and practice settings before diving into the CRM itself. Welcome to ClientManager CRM! We're thrilled to have you on board and are confident ...

68
(0)
Creating Clients

Category: Client Records

This tutorial will show you how to create new clients and take you through the different sections of a client's profile. 1. Creating a New Client Record Whether you're starting fresh or adding new c...

102
(0)
Using cmIQ: Your AI Assistant in ClientManager

Category: ClientManager AI

Welcome to the future of client management! ClientManager's integrated AI feature set, cmIQ, is here to revolutionise the way you work. Powered by advanced large language models, like the technology b...

66
(0)
Creating a new individual client

Category: CRM Features

  Welcome to the guide on creating a new individual client record in ClientManager Financial Planning CRM. Go to financial-planning.co.za 1. Introduction This guide will show you how to create a ne...

46
(0)
Information Security Statement

Category: Legal

As part of our mission to empower financial planners with intelligent, secure, and locally attuned software that simplifies practice management, enhances client relationships, and safeguards sensitive...

17
(0)
Managing Client Annual Reviews in ClientManager CRM

Category: Advanced Features

Conducting regular client reviews is a cornerstone of good financial planning, and our system is designed to help you efficiently manage this process. This guide will walk you through how to log revie...

27
(0)
Understanding Billing and Credits in ClientManager CRM

Category: Advanced Features

Welcome to ClientManager CRM! This guide will help you understand how our billing and credit system works, ensuring you get the most out out of your CRM experience. 1. What are CRM Credits? Think of C...

37
(0)
Reporting

Category: Advanced Features

ClientManager CRM provides powerful reporting tools to help you gain valuable insights into your practice's operations. You can segment your client book and draw various historical reports to better u...

22
(0)
Pulse Feed

Category: Advanced Features

The Client Pulse Feed is a dynamic feature designed to give you a quick, at-a-glance overview of important client-related activities and alerts. It's an excellent way to stay informed about what matte...

25
(0)
Understanding Your Practice Activity Feed

Category: Advanced Features

The Practice Activity Feed is a vital tool on your home dashboard, providing a real-time pulse of everything happening within your practice. It's designed to keep you informed and help you stay on top...

22
(0)