Difference between revisions of "Update client details"
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To update your client details, open the respective client profile and press '''"Update"''' to display the '''Update client''' page: | To update your client details, open the respective client profile and press '''"Update"''' to display the '''Update client''' page: | ||
| − | [[ | + | [[File:C11.png|border|620px]] |
Here you can update general info about the client (e.g. name, address, VAT number, etc.) and information about the client’s primary user: | Here you can update general info about the client (e.g. name, address, VAT number, etc.) and information about the client’s primary user: | ||
| − | |||
Please note that this info is used in the client's invoices generated by the system. | Please note that this info is used in the client's invoices generated by the system. | ||
| − | + | ==Assignability== | |
| − | + | If you mark the '''"Assignable"''' checkbox, the client can be assigned to project\quotes (appears in the drop-down list when creating projects\quotes): | |
| − | + | [[File:C1.png|border|600px]] | |
| − | [[ | + | ==Can log in== |
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| + | 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. | ||
| + | |||
| + | [[File:C2.png|border|250px]] | ||
Revision as of 18:12, 10 March 2020
General information
To update your client details, open the respective client profile and press "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:
Please note that this info is used in the client's invoices generated by the system.
Assignability
If you mark the "Assignable" 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.
