Difference between revisions of "Create client"
From Protemos Wiki
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Use the '''Primary user''' section to enter the client’s contact person: | Use the '''Primary user''' section to enter the client’s contact person: | ||
| − | [[File:Primary user section.png|Primary user section| | + | [[File:Primary user section.png|Primary user section|600px]] |
Use the '''General info''' section to enter general information about a client: | Use the '''General info''' section to enter general information about a client: | ||
| − | [[File:General info section.png|General info section]] | + | [[File:General info section.png|General info section|800px]] |
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. | 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. | ||
Please note that if you select “'''Individual'''” as client type, you won’t be able to enter additional contacts for the client. | Please note that if you select “'''Individual'''” as client type, you won’t be able to enter additional contacts for the client. | ||
Revision as of 18:59, 7 January 2017
Client Creation page: http://cloud.protemos.com/client/add
This page is intended for entering the information about the new client.
Use the Primary user section to enter the client’s contact person:
Use the General info section to enter general information about a client:
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.
Please note that if you select “Individual” as client type, you won’t be able to enter additional contacts for the client.
