Difference between revisions of "Client view page – General info tab"
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[[file:Blue Board client profile section.png|border|900px]] | [[file:Blue Board client profile section.png|border|900px]] | ||
| − | <span style="color:red">'''Note 1:''' To make this information available in the client profiles, you should.</span> | + | <span style="color:red">'''Note 1:''' To make this information available in the client profiles, you should enable '''<U> [[ ProZ.com integration#Enabling ProZ.com integration| ProZ.com integration]] </U>''' for your account.</span> |
<span style="color:red">'''Note 2:''' Risk assessment information is updated on a daily basis.</span> | <span style="color:red">'''Note 2:''' Risk assessment information is updated on a daily basis.</span> | ||
Revision as of 09:23, 6 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 1: To make this information available in the client profiles, you should enable ProZ.com integration for your account.
Note 2: 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.
