Difference between revisions of "Create client"
From Protemos Wiki
| Line 4: | Line 4: | ||
This page is intended for entering the information about the new client. | This page is intended for entering the information about the new client. | ||
| + | |||
| + | Use the '''General info''' section to enter general information about a client: | ||
| + | |||
| + | [[File:New client general info section.jpg|border|500px]] | ||
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: | + | [[File:New client primary user section.jpg|border|500px]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | 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 | + | 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 15:55, 25 October 2017
Client Creation page: http://cloud.protemos.com/client/add
This page is intended for entering the information about the new client.
Use the General info section to enter general information about a client:
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.
