Difference between revisions of "Update client details"
From Protemos Wiki
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To update your client details, open the respective client profile and press '''"Update"''': | To update your client details, open the respective client profile and press '''"Update"''': | ||
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On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) and information about client’s primary user. | On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) and information about client’s primary user. | ||
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In the '''ProZ.com Blue Board''' section, you may also <U>[[Client view page – General tab#ProZ.com Blue Board|'''update the URL address''']]</U> of the client record on the ProZ.com Blue Board. | In the '''ProZ.com Blue Board''' section, you may also <U>[[Client view page – General tab#ProZ.com Blue Board|'''update the URL address''']]</U> of the client record on the ProZ.com Blue Board. | ||
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==Assignability<span style="color:red">== | ==Assignability<span style="color:red">== | ||
Revision as of 10:59, 8 August 2019
General information
To update your client details, open the respective client profile and press "Update":
On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) and information about client’s primary user.
Please note that this info is used in the client's invoices generated by the system.
In the ProZ.com Blue Board section, you may also update the URL address of the client record on the ProZ.com Blue Board.
Assignability
If you mark the "Assignable" checkbox, the client can be assigned to projects\quotes (appears in the drop-down list when creating projects\quotes).
