Difference between revisions of "Create client"
From Protemos Wiki
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This page is intended for entering information about a new client. | This page is intended for entering information about a new client. | ||
| − | 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:New client general info section.jpg|border| | + | [[File:New client general info section.jpg|border|450px]] |
| − | Use the ''' | + | *Use the '''<U>[[Client view page – General tab#ProZ.com Blue Board| ProZ.com Blue Board section]]</U>''' to enter the URL address of the client record on the ProZ.com Blue Board: |
| − | [[File:New client primary user section.jpg|border| | + | [[file:ProZ Blue Board section1.jpg|border|550px]] |
| + | |||
| + | *Use the '''Primary user''' section to enter the client’s contact person: | ||
| + | |||
| + | [[File:New client primary user section.jpg|border|450px]] | ||
Once the client is created, the system will bring you to the '''<u>[[Client view|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|Client view page]]</u>''' 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 10:45, 6 April 2018
Client Creation page: http://cloud.protemos.com/client/add
This page is intended for entering information about a new client.
- Use the General info section to enter general information about a client:
- Use the ProZ.com Blue Board section to enter the URL address of the client record on the ProZ.com Blue Board:
- Use the Primary user section to enter the client’s contact person:
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.
