Difference between revisions of "Update client details"
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To update your client details, open the respective client profile and click '''"Update"''' to display the '''Update client''' page: | To update your client details, open the respective client profile and click '''"Update"''' to display the '''Update client''' page: | ||
| − | [[File: | + | [[File:Update client profile.1.png|border|1070px]] |
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. | ||
| − | <span style="color: | + | <span style="color:orange">'''Note:'''</span> This info is used in the generation of invoices for the clients by the system. |
=='''Assignability'''== | =='''Assignability'''== | ||
| − | If you mark the '''"Assignable to projects"''' checkbox, the client can be assigned to project\quotes (appears in the drop-down list when creating projects\quotes): | + | 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): |
| − | [[File: | + | [[File:Update client page (assignable).png|border|1070px]] |
=='''Can log in'''== | =='''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 | + | 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: | + | [[File:Update client page (can log in).png|border|1070px]] |
Latest revision as of 11:15, 14 October 2022
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):
.png)
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:
.png)
