What is the Client Merlin?

The Client Merlin assists you in creating new client records, as well as their associated primary contact records. It prompts you, step-by-step, for company and contact information for the new client (or pre-client). The company information that you provide makes up the resulting client record. The contact information that you provide makes up the client's associated primary contact record.

Not all Client Merlins are the same. Your system administrator determines which fields are present in your program's Client Merlin and, of those fields, which are mandatory and which are optional. To change the fields that are presented on the Client Merlin, you will need to update your database's global configuration settings from Softshare WinCATS. Only database administrators have the permissions necessary to configure these global settings.

For detailed information on the Client Merlin, view our other popular resources on this topic. We especially recommend the Flash Tutorial as it talks extensively about the Client Merlin.

• FAQ: When I create a new client record using the Client Merlin, many fields are already completed for me. Where do these fields defaults come from?
• FAQ: How do I add or remove fields from the Client Merlin?
• Flash Tutorial: Creating and Working with Client Records

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