Update client details

General information

To update your client details, open the respective client profile and click "Update" to display the Update client page:

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

Note: This info is used in the generation of invoices for the clients by the system.

Assignability

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

Can log in

If you mark the "Can log in" checkbox, the client can register with your company on Protemos, create quote requests, projects, check files and get the corresponding notifications.