> For the complete documentation index, see [llms.txt](https://docs.mifos.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-clients/client-relationship-management.md).
# Client Relationship Management
**Client Relationship Management** allows you to perform the following operations:
1. To capture additional details of Clients using the "**Data Tables**" option.
2. Upload any necessary documents of Client like Driving License, Passport etc.
3. Insert necessary "**Notes**" to provide additional information.
### **Record Additional Details Using Data Tables**
In order to capture additional details, follow these steps:
1. Go to **Admin** >> **System** >> **Manage Data tables**
2. Click on **Create Data Table** tab. The following page will be displayed:
| Field Name (attribute) | Description | Example | Validations (if applicable) |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------- | --------------------------- |
| Data Table Name | Please provide an appropriate name for the Data Table. | Client's Marital Status | |
| Application Table Name | From the drop-down menu, select 'Clients'. | | |
| Multi Row | Check this box if multiple rows are required to capture additional details of the client. | | |
| Add columns | Provide an appropriate Column Name and select the Column Type (*example: String, Number, Date, etc.*) from the drop-down menu. Then, click on '+' button to add the column and finally click on "Submit" button to create the data table. | | |
3\. Once the Data Table is created, go to any client's profile to enter additional details (*as shown in the following screenshots*):\
\
1\. Click on the **Marital Status** tab (the additional detail created by data table).
2\. Click on "+Add" button.
3.Enter the relevant details and click on the 'Submit' button.
### **Upload Documents of a Client**
1. Go to the Client's profile and click on the '**Documents**' tab.
1. A new window will appear with a '**+Upload**' tab at the top-right corner. Click on it and the following window will be displayed:
| Field name (attribute) | Description | Example | Validations (if applicable) |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------- | --------------------------- |
| Name | Provide the name of the document to be uploaded | Passport | |
| Description | Give some information about the document | Passport Details | |
| Browse | Click on 'Browse' button to select the file (document) from your computer. After selecting the document, click on the **Submit** button to upload the file. | | |
### **Record Additional Information using Notes**
If any other additional information of a Client needs to be saved for future reference, **Notes** can be used:
1. Go to the Client's profile and click on '**Notes**' tab.
2. Enter the additional information and click on 'Add' button.
Related articles
* Page:[Manage Centers](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-centers.md)
* Page:[Client Relationship Management](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-clients/client-relationship-management.md)
* Page:[Manage Clients](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-clients.md)
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