Create client - Revision history

Andrii: /* Notes */

2023-02-28T12:16:14Z

‎Notes

2023-02-25T13:23:13Z

2023-02-25T13:21:33Z

2022-11-09T14:53:36Z

‎ProZ.com Blue Board section (this option will be available soon)

2022-10-13T08:53:29Z

‎Primary user

2022-10-13T08:51:41Z

‎Primary user

2022-10-13T08:42:36Z

‎Primary user

2022-10-13T08:42:23Z

‎General info

2022-10-13T08:41:45Z

2022-10-13T08:32:09Z

‎Primary user

@@ Line 38: / Line 38: @@
 =='''Notes'''==
-<span style="color:orange">'''Note'''</span>: If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.
+*If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.
 You may leave the checkbox unmarked and send the invitation later from the '''<u>[[Client view page – General info tab#Primary user|Client profile page]]</u>'''.
-<span style="color:orange">'''Note'''</span>: Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.
+*Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.

@@ Line 3: / Line 3: @@
 =='''Add new clients'''==
 There are two ways to add new clients manually:
@@ Line 37: / Line 35: @@
 You will also be able to toggle the '''"Assignable to projects and quotes"''' option, which lets a manager create projects and quotes for this client (they will appear in the drop-down list). It can be used regardless of the '''[[Create client#Primary user|"<u>Can log in</u>"]]''' option is enabled or not.
 <span style="color:orange">'''Note'''</span>: If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.

← Older revision		Revision as of 13:21, 25 February 2023
Line 3:		Line 3:

	=='''Add new clients'''==		=='''Add new clients'''==
		+
		+	==='''General info'''===

	There are two ways to add new clients manually:		There are two ways to add new clients manually:

← Older revision		Revision as of 14:53, 9 November 2022
Line 41:		Line 41:

	<span style="color:orange">'''Note'''</span>: Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.		<span style="color:orange">'''Note'''</span>: Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.
−
−	~~=='''ProZ.com Blue Board section''' <span style="color:red">''(this option will be available soon)''</span>==~~
−
−	*Use the ProZ.com Blue Board section to enter the URL address of the client record on the ProZ.com Blue Board:
−
−	~~[[file:ProZ Blue Board section1.jpg\|border\|550px]]~~
−
−	~~<span style="color:red">'''Note:'''</span> The profile of a new client will be automatically linked to the Blue Board record if there is only one match (on country and company name).~~

@@ Line 40: / Line 40: @@
 You may leave the checkbox unmarked and send the invitation later from the '''<u>[[Client view page – General info tab#Primary user|Client profile page]]</u>'''.
-<span style="color:orange">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
+<span style="color:orange">'''Note'''</span>: Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.
 =='''ProZ.com Blue Board section''' <span style="color:red">''(this option will be available soon)''</span>==

@@ Line 28: / Line 28: @@
 =='''Primary user'''==
-*Use the '''Primary user''' section to enter the client’s primary contact person:
+Use the '''Primary user''' section to enter the client’s primary contact person:
 [[File:Create new client (primary user).1.png|border|1070px]]

@@ Line 22: / Line 22: @@
 =='''General info'''==
-This page is intended for entering information about a new client.
+This page is intended for entering information about a new client:
 [[File:Create new client.png|border|1070px]]

← Older revision		Revision as of 08:32, 13 October 2022
Line 37:		Line 37:

	Once the client is created, the system will bring you to the '''<u>[[Client view page – General info tab\|Client view page]]</u>''' where you can edit or add info about the client.		Once the client is created, the system will bring you to the '''<u>[[Client view page – General info tab\|Client view page]]</u>''' where you can edit or add info about the client.
−
−	~~Please note that if you select '''Individual''' as the client type, you won't be able to enter additional contacts for the client.~~

	<span style="color:orange">'''Note'''</span>: If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.		<span style="color:orange">'''Note'''</span>: If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.