Difference between revisions of "Client view page – General info tab"
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==ProZ.com Blue Board== | ==ProZ.com Blue Board== | ||
| − | + | Relevant risk assessment information may be available for your client on the '''ProZ.com Blue Board'''. | |
To check this information, press the '''"Search"''' link: | To check this information, press the '''"Search"''' link: | ||
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[[file:Blue board search.jpg|border|1000px]] | [[file:Blue board search.jpg|border|1000px]] | ||
| − | It will bring you to the '''ProZ.com Blue Board''' page. If the corresponding | + | It will bring you to the '''ProZ.com Blue Board''' page. |
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| + | Enter your client name or website: | ||
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| + | 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|500px]] | [[file:Blue board client info3.jpg|border|500px]] | ||
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It will open the '''Update client''' page. | 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 | + | 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]] | [[file:Update client blue board info.jpg|border|600px]] | ||
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Press '''"Update"''' to save changes. | Press '''"Update"''' to save changes. | ||
| − | Thus, you and your | + | 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:blue board section1.jpg|border|1000px]] | [[file:blue board section1.jpg|border|1000px]] | ||
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<span style="color:red">'''Note:''' Risk assessment information is updated on a daily basis.</span> | <span style="color:red">'''Note:''' Risk assessment information is updated on a daily basis.</span> | ||
Revision as of 16:44, 5 April 2018
Client view page – General info tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=general (replace XXXX with a valid number)
On this tab, you can:
- Edit basic info about the client (e.g. name, address, status etc.)
- Delete the client
- Edit client’s default settings
- Go to other tabs of the client
Client details
To start editing the client, press "Update". It will open the Update client details page.
To delete the client from your database, press "Delete".
Please note that you cannot delete clients with recorded projects. But you may deactivate the client on the Update client details page.
ProZ.com Blue Board
Relevant risk assessment information may be available for your client on the ProZ.com Blue Board.
To check this information, press the "Search" link:
It will bring you to the ProZ.com Blue Board page.
Enter your client name or website:
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:
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:
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 Board250px to the Record URL field.
Press "Update" to save changes.
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:
Note: Risk assessment information is updated on a daily basis.
Default settings
To change the default currency, payment conditions, and locale of invoices press "Change default" in the Default settings section, and you will open the Change default settings page.
Other tabs on the page
- Primary user - the first contact person of the client.
- Contact persons - the list of client’s contact persons (available if the client is 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.
