Difference between revisions of "Update client details"

Revision as of 13:18, 28 December 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.

In the ProZ.com Blue Board section, you may also update the URL address of the client record on the ProZ.com Blue Board.

If you mark the "Assignable" checkbox, the client can be assigned to projects (appears in the drop-down list when creating a project).

@@ Line 17: / Line 17: @@
 [[file:Client Assignable.jpg|border|600px]]
-==Client status==
-Here you can also define the client's status:
-[[file:client status.jpg|border|600px]]
-*'''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.
-<span style="color:red">'''Note:''' Clients with inactive and blacklisted statuses do not appear in lists on forms.</span>