Difference between revisions of "Update client details"

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''Update client details page: [http://cloud.protemos.com/client/update?id=ХХХХ/ http://cloud.protemos.com/client/update?id=ХХХХ] (replace XXXX with a valid number)''
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__FORCETOC__
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=='''General information'''==
 
=='''General information'''==
  
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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.
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To update your client details, open the respective client profile and click '''"Update"''' to display the '''Update client''' page:
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Please note that this info is used in the client's invoices generated by the system.
 
  
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In the '''ProZ.com Blue Board''' section, you may also update the URL address of the client record on the ProZ.com Blue Board.  
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[[File:Update client profile.1.png|border|1070px]]
  
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[[file:ClProf_update.jpg|border|800px]]
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Here you can update general info about the client (e.g. name, address, VAT number, etc.) and information about the client’s primary user.
  
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Here you can also define the client's status:
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<span style="color:orange">'''Note:'''</span> This info is used in the generation of invoices for the clients by the system.
  
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[[file:client status.jpg|border|600px]]
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=='''Assignability'''==
  
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*'''Potential''' - you may assign this status to your potential clients.
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If you mark the '''"Assignable to projects and quotes"''' checkbox, the client can be assigned to project\quotes (appears in the drop-down list when creating projects\quotes):
  
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*'''Active''' - you may assign this status to the clients you actively work with.
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[[File:Update client page (assignable).png|border|1070px]]
  
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*'''Inactive''' - you may assign this status to the inactive clients.
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=='''Can log in'''==
  
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*'''Blacklisted''' - you may assign this status to the blacklisted clients.
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If you mark the '''"Can log in"''' checkbox, the client can register with your company on Protemos, create quote requests, projects, check files and get the corresponding notifications:
  
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<span style="color:red">'''Note:''' Clients with inactive and blacklisted statuses do not appear in lists on forms.</span>
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[[File:Update client page (can log in).png|border|1070px]]

Latest revision as of 10:15, 14 October 2022

General information

To update your client details, open the respective client profile and click "Update" to display the Update client page:

Update client profile.1.png

Here you can update general info about the client (e.g. name, address, VAT number, etc.) and information about the client’s primary user.

Note: This info is used in the generation of invoices for the clients by the system.

Assignability

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

Update client page (assignable).png

Can log in

If you mark the "Can log in" checkbox, the client can register with your company on Protemos, create quote requests, projects, check files and get the corresponding notifications:

Update client page (can log in).png

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