Difference between revisions of "Create client"
From Protemos Wiki
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| − | This page is intended for entering | + | 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: | ||
Revision as of 16:22, 2 January 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 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.
