Difference between revisions of "Create client"
From Protemos Wiki
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[[file:ProZ Blue Board section1.jpg|border|550px]] | [[file:ProZ Blue Board section1.jpg|border|550px]] | ||
| − | <span style="color:red">'''Note:''' The profile of a new client will be automatically linked to the Blue Board record if there is only one match.</span> | + | <span style="color:red">'''Note:''' The profile of a new client will be automatically linked to the Blue Board record if there is only one match by country and company name.</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 16:41, 10 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: The profile of a new client will be automatically linked to the Blue Board record if there is only one match by country and company name.
- 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.
