Difference between revisions of "Create/import clients"
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'''There are 2 ways of adding clients on''' the <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/index '''Clients list '''] </U> </span> page: | '''There are 2 ways of adding clients on''' the <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/index '''Clients list '''] </U> </span> page: | ||
| − | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/add '''New client'''] </U> </span>, enter client info, and click "'''Save'''": | + | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/add '''New client'''] </U> </span>, enter client info, and click "'''Save'''": |
| − | [[File: | + | [[File:New client.png|border|400px]] |
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| + | 2. Import many clients at once by clicking <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U> </span>: | ||
| + | [[File:Import from excel.png|border|400px]] | ||
In this case, you’ll need to download the template, fill it with the client data and upload it to the system. | In this case, you’ll need to download the template, fill it with the client data and upload it to the system. | ||
| + | For every client, you may add contact info, <U>[[Client view page – Contact persons tab|'''contact persons''']]</U>, <U>[[Client view page – Prices tab|'''prices ''']]</U>, <U>[[Client view page – Taxes tab|'''taxes ''']]</U> and <U>[[Client view page – Documents tab|'''documents''']] </U>. | ||
| − | + | You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U>, <U>[[New project/Update project details|'''project ''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice ''']]</U> or <U>[[Client payment creation|'''payment''']]</U>. | |
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| − | You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U> , <U>[[New project/Update project details|'''project ''']]</U> , <U>[[Client invoices list#Invoice creation|'''invoice ''']]</U> or <U>[[Client payment creation|'''payment''']]</U>. | ||
Revision as of 12:14, 14 April 2020
Back to the Quick Start Guide main page.
There are 2 ways of adding clients on the Clients list page:
1. Press New client , enter client info, and click "Save":
2. Import many clients at once by clicking Import from Excel :
In this case, you’ll need to download the template, fill it with the client data and upload it to the system.
For every client, you may add contact info, contact persons, prices , taxes and documents .
You will be able to select the client when you create quote, project , invoice or payment.
For more info on clients, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
