Difference between revisions of "Update client details"
From Protemos Wiki
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| − | On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) | + | 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. | |
| − | + | Here you may also update the URL address of the client record on the ProZ.com Blue Board. | |
[[file:Cl Profile update page1.jpg|border|600px]] | [[file:Cl Profile update page1.jpg|border|600px]] | ||
Revision as of 10:10, 6 April 2018
Update client details page: http://cloud.protemos.com/client/update?id=ХХХХ (replace XXXX with a valid number)
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.
Here you may also update the URL address of the client record on the ProZ.com Blue Board.
Here you can also define the client's status:
- Potential - you may assign this status to your potential clients.
- Active - you may assign this status to the clients you actively work with.
- Inactive - you may assign this status to the inactive clients.
- Blacklisted - you may assign this status to the blacklisted clients.
Note: Clients with inactive and blacklisted statuses do not appear in lists on forms.
