Difference between revisions of "Create/import clients"
From Protemos Wiki
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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> and <U>[[Client view page – Documents tab|'''documents''']] </U> . | 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> 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> ,< | + | You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U> , <U>[[New project/Update project details|'''project ''']]</U> , <span style="background-color:yellow"> invoice </span> or <span style="background-color:yellow"> payment</span>. |
For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | ||
Revision as of 16:55, 26 July 2017
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There are 2 ways of adding clients on : 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 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 .
