Update client details

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Revision as of 10:59, 8 August 2019 by Anatoly.k (talk | contribs) (General information)

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General information

To update your client details, open the respective client profile and press "Update":

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On this page, you can update general info about the client (e.g. status, name, address, VAT number etc.) and information about client’s primary user.

Please note that this info is used in the client's invoices generated by the system.

In the ProZ.com Blue Board section, you may also update the URL address of the client record on the ProZ.com Blue Board.

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Assignability

If you mark the "Assignable" checkbox, the client can be assigned to projects\quotes (appears in the drop-down list when creating projects\quotes).

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