Abstract: A method and system of managing a new client record for a client record management system, including creating a new client record, comparing the new client record against at least an existing client record in a database, generating a table with a picklist, with the picklist presenting a suggested record, which is selected from an existing client record in the database, displaying the table and presenting the picklist for a confirmation by a user, and merging the new client record with the existing client record based on the confirmation by the user, where the picklist presents the suggested record based on a criterion, the criterion being a match in a field between the new client record and the suggested record.

Abstract: A method and system of managing a new client record for a client record management system, including creating a new client record, comparing the new client record against at least an existing client record in a database, generating a table with a picklist, with the picklist presenting a suggested record, which is selected from an existing client record in the database, displaying the table and presenting the picklist for a confirmation by a user, and merging the new client record with the existing client record based on the confirmation by the user, where the picklist presents the suggested record based on a criterion, the criterion being a match in a field between the new client record and the suggested record.

Abstract: A method and system of managing a client record for a client record management system, including accessing a database of client records, retrieving a list of non-compliant client records and displaying this, filtered by a category where a non-compliant client record can be selected for a template email to be sent, and receiving a reply that includes a consent, with a subsequent communication is sent to the email address.