Difference between revisions of "Update client details"

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(Assignability)
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<span style="color:red"'''Note'''</span style>: This info is used in the generation of invoices for the clients by the system.
 
<span style="color:red"'''Note'''</span style>: This info is used in the generation of invoices for the clients by the system.
  
==Assignability==
+
=='''Assignability'''==
  
 
If you mark the '''"Assignable"''' checkbox, the client can be assigned to project\quotes (appears in the drop-down list when creating projects\quotes):
 
If you mark the '''"Assignable"''' checkbox, the client can be assigned to project\quotes (appears in the drop-down list when creating projects\quotes):

Revision as of 17:15, 10 March 2020

General information

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

C11.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.

<span style="color:red"Note</span style>: This info is used in the generation of invoices for the clients by the system.

Assignability

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

C1.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.

C2.png