View source for Client view page – General info tab

On this tab you can: 

— Edit basic info about the client (e.g. name, address, status etc.).

— Monitor client-related projects, receivables, invoices, and payments.

— Manage client's tags.

— Delete the client.

— Check the availability of risk assessment information. 

— Edit client’s default settings.

— Go to other tabs of the client.

=='''Client details'''==

In the '''General info''' section you can view and edit basic info about the client, add necessary tags and follow the client-related objects by using the '''Quick links''' option:

[[File:Add tags and client view.png|border|800px]]

*'''<U>[[Client quick links|"Quick links"]]</U>'''—by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.

*'''<U>[[Update client details|"Update"]]</U>'''—press it to start editing general information about your client.

*'''"Delete"'''—deletes the client.

*'''<U>[[Manage client tags|"Add tags"]]</U>'''—allows you to add necessary tags to the client in order to classify or group them etc.

<span style="color:red"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page.

=='''Primary user==

In this section you can view and edit basic information about the primary user:

[[File:Primary user client.png|border|800px]]

*'''<U>[[Update client details#General information|"Update"]]</U>''' —press it to start editing general information about the client's primary user.

If your client was not invited to the system, you will have the following buttons:

[[File:PU send.png|border|800px]]

*'''"Send invitation"''''—you may send the invitation to the client by pressing this button (the button is available if you haven't sent the invitation yet).

If your client was invited, but didn't accept the invitation, you will have the following buttons:

[[File:PU resend.png|border|800px]]

*'''"Resend invitation"''''—you may resend the invitation to the client by pressing this button.

To disable or enable clients access to the account you can by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:

[[File:Primary user client 2.png|border|470px]]

=='''Settings'''==

To change the default legal entity, currency, payment conditions, manager for projects, manger for quotes, and locale of invoices, press '''"Update"''' in the '''Default settings''' section, and you will open the '''<u>[[Client default settings|Change default settings]]</u>''' page.

[[File:Cl change default settings.png|border|900px]]

=='''ProZ.com Blue Board''' ''(the feature will be available soon)''==

Relevant risk assessment information may be available for your client on the '''<U>[https://www.proz.com/blueboard ProZ.com Blue Board]</U>'''.

To check this information, press the '''"Search"''' link:

[[file:Blue board search.jpg|border|1000px]]

It will bring you to the '''ProZ.com Blue Board''' page. 

Enter your client name or website:

[[file:Blue Board search page1.jpg|border|530px]]

If  the corresponding record is available, you will be able to see a risk score (Likelihood of Working Again) and a number of feedback entries:

[[file:Blue board client info3.jpg|border|530px]]

To display this information in the '''ProZ.com Blue Board''' section of the client profile, you may link this record by pressing the '''"Link record"''' button:

[[file:Blue board client link record.jpg|border|1000px]]

It will open the '''Update client''' page.

Copy the client ID number from the URL address of the client record on the '''ProZ.com Blue Board'''[[file:client record URL.jpg|border|250px]] to the '''Record URL''' field.

[[file:Update client blue board info.jpg|border|600px]]

Thus, you and the managers of your company will be able to see this info in the client profile, and therefore, quickly get the reliability of the client:

[[file:Cl ProZ Blue sec Acme.jpg|border|1000px]]

<span style="color:red">'''Note 1:'''</span> To make this information available in client profiles, you should enable '''<U> [[ ProZ.com integration#Enabling ProZ.com integration| ProZ.com integration]] </U>''' for your account.

<span style="color:red">'''Note 2:'''</span> Risk assessment information is updated on a daily basis.

<span style="color:red">'''Note 3:'''</span> If there are new entries for your active clients, managers will be notified by email on a weekly basis.

=='''Other tabs on the page'''==
 
*'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').

*'''Prices'''—the list of prices for the customer.

*'''Taxes'''—on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.

*'''Documents'''—intended for storing any documents related to the client.

*'''Project chart'''—here you can see the chart and list of all active projects for the client.

[[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''.