Difference between revisions of "Client view page – General info tab"

Revision as of 11:51, 21 December 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.)

- Monitor client-related projects, receivables, invoices, and payments

- Manage client's tags

- Delete the client

- Check the availability of risk assessment information

- 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.

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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.

Coming soon:

In the General info section, you can view and edit basic info about the client, add necessary tags and follow the client-related objects by using the Quick links option:

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• "Quick links" - by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.

• "Manage tags" - allows you to manage and add necessary tags to the client in order to classify or group them etc.

• "Update" - press it to start editing general information about your client.

• "Delete" - deletes the client.

Note: You cannot delete clients with recorded projects. But you may deactivate the client on the Update client details page.

Primary user (coming soon)

In this section, you can view and edit basic information about the primary user:

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• "Update" - press it to start editing general information about the client's primary user.

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.

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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:

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It will bring you to the ProZ.com Blue Board page.

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:

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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:

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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.

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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:

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Note 1: To make this information available in client profiles, you should enable ProZ.com integration for your account.

Note 2: Risk assessment information is updated on a daily basis.

Note 3: If there are new entries for your active clients, managers will be notified by email on a weekly basis.

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.