Difference between revisions of "Create client"
From Protemos Wiki
| Line 13: | Line 13: | ||
[[file:ProZ Blue Board section1.jpg|border|550px]] | [[file:ProZ Blue Board section1.jpg|border|550px]] | ||
| − | <span style="color:red">'''Note:''' A new Client | + | <span style="color:red">'''Note:''' A new Client will be automatically linked to the Blue Board record if there is only one match.</span> |
*Use the '''Primary user''' section to enter the client’s contact person: | *Use the '''Primary user''' section to enter the client’s contact person: | ||
Revision as of 10:05, 8 May 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:
Note: A new Client will be automatically linked to the Blue Board record if there is only one match.
- 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.
