Difference between revisions of "Create client"

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There are two ways to add new clients manually:
 
There are two ways to add new clients manually:
  
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1. Press the '''Clients''' menu on the top panel and then click '''New client''':
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1. Click the '''Clients''' menu on the top panel and then click '''New client''':
  
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[[File:Clients menu create.png|border|150px]]
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[[File:2.00.png|border|100px]]
  
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2. Or you may go to '''Clients=>Clients list''':
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2. Or you may go to '''Clients → Clients list''':
  
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[[File:Clients menu clients list.png|border|150px]]
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[[File:2.01.png|border|100px]]
  
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Then press the '''"New client"''' button:  
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Then click the '''"New client"''' button:  
  
 
[[file:Clients list new client button.png|border|1000px]]
 
[[file:Clients list new client button.png|border|1000px]]
  
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In both cases, you will be redirected to the '''New client''' page.  
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In both cases, you will be redirected to the '''New client''' page.
  
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=='''General information'''==
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=='''General info'''==
  
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This page is intended for entering information about a new client.
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This page is intended for entering information about a new client:
  
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Here you can specify if the client can be assigned to projects regardless of whether the
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[[File:Create new client.png|border|1070px]]
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'''<u>[[Create client#Primary user|"Can log in"]]</u>'''
 
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option is set or not.
 
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[[File:New client general info.png|border|600px]]
 
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<span style="color:red">'''Note:'''</span> If you mark the '''"Assignable"''' checkbox, the client can be assigned to projects\quotes (appears in the drop-down list when creating projects\quotes).''
 
  
 
=='''Primary user'''==
 
=='''Primary user'''==
  
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*Use the '''Primary user''' section to enter the client’s primary contact person:
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Use the '''Primary user''' section to enter the client’s primary contact person:
  
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[[File:1 client new .png|border|600px]]
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[[File:Create new client (primary user).1.png|border|1070px]]
 
    
 
    
 
Once the client is created, the system will bring you to the '''<u>[[Client view page – General info tab|Client view page]]</u>''' where you can edit or add info about the client.
 
Once the client is created, the system will bring you to the '''<u>[[Client view page – General info tab|Client view page]]</u>''' where you can edit or add info about the client.
  
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Please note that if you select '''Individual''' as the client type, you won't be able to enter additional contacts for the client.
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You will also be able to toggle the '''"Assignable to projects and quotes"''' option, which lets a manager create projects and quotes for this client (they will appear in the drop-down list). It can be used regardless of the '''[[Create client#Primary user|"<u>Can log in</u>"]]''' option is enabled or not.
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<span style="color:red">'''Note'''</span> : If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.
 
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You may leave the checkbox unmarked and send the invitation later from the Client profile page.
 
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<span style="color:red">'''Note'''</span>: Only clients with '''marked''' the '''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system.
 
  
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=='''ProZ.com Blue Board section'''==
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=='''Notes'''==
  
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*Use the '''<U>[[Client view page – General tab#ProZ.com Blue Board| ProZ.com Blue Board section]]</U>''' ''(this option will be available soon)'' to enter the URL address of the client record on the ProZ.com Blue Board:
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*If you mark the '''"Can log in"''' checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.
  
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[[file:ProZ Blue Board section1.jpg|border|550px]]
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You may leave the checkbox unmarked and send the invitation later from the '''<u>[[Client view page – General info tab#Primary user|Client profile page]]</u>'''.
  
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<span style="color:red">'''Note:'''</span> The profile of a new client will be automatically linked to the Blue Board record if there is only one match (on country and company name).
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*Only clients with the '''"Can log in"''' checkbox '''marked''' can receive corresponding notification, create quote requests, projects from the system.

Latest revision as of 14:16, 28 February 2023

New client page: http://cloud.protemos.com/client/add

Add new clients

There are two ways to add new clients manually:

1. Click the Clients menu on the top panel and then click New client:

2.00.png

2. Or you may go to Clients → Clients list:

2.01.png

Then click the "New client" button:

Clients list new client button.png

In both cases, you will be redirected to the New client page.

General info

This page is intended for entering information about a new client:

Create new client.png

Primary user

Use the Primary user section to enter the client’s primary contact person:

Create new client (primary user).1.png

Once the client is created, the system will bring you to the Client view page where you can edit or add info about the client.

You will also be able to toggle the "Assignable to projects and quotes" option, which lets a manager create projects and quotes for this client (they will appear in the drop-down list). It can be used regardless of the "Can log in" option is enabled or not.

Notes

  • If you mark the "Can log in" checkbox, the system will send an invitation to the client to join your company on Protemos once you finish creating the client.

You may leave the checkbox unmarked and send the invitation later from the Client profile page.

  • Only clients with the "Can log in" checkbox marked can receive corresponding notification, create quote requests, projects from the system.
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