In Chartered Accountant Practice "Customer Management" is totally different than other practices. Here, one customer can have multiple identity for each departments they are enrolled in your practice.
Let's assume customer 'X' is enrolled for , GST, Income Tax and Company law with your firm. But in his/her details in GST can differ than his/her details in Income TAX and similar for other departments. Data management for each department for a customer is called "Customer File Management" in ERPCA.
To manage customer file information, open customer profile as described in "Edit Customer" Section. Please refer below figure.
After clicking the button, "Customer File Management" page will open. Refer below figure for detailed understanding:
provide necessary information for corresponding department and click on "Submit" button to save the record for corresponding department.