Difference between revisions of "Update client details"
From Protemos Wiki
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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. | ||
| − | [[file:update client page.jpg|border| | + | [[file:update client page.jpg|border|600px]] |
Here you may also define the client's status: | Here you may also define the client's status: | ||
| − | [[file:client status.jpg|border| | + | [[file:client status.jpg|border|600px]] |
*'''Potential''' - you may assign this status to your potential clients. | *'''Potential''' - you may assign this status to your potential clients. | ||
Revision as of 18:46, 25 October 2017
Update client details page: http://cloud.protemos.com/client/update?id=ХХХХ (replace XXXX with a valid number)
On this page you can update the general info about the client (e.g. status, name, address, VAT etc) and information about client’s primary user.
Please note that this info is used in the client's invoices generated by the system.
Here you may also define the client's status:
- Potential - you may assign this status to your potential clients.
- Active - you may assign this status to the clients you actively work with.
- Inactive - you may assign this status to the inactive clients.
- Blacklisted - you may assign this status to the blacklisted clients.
Note: Clients with inactive and blacklisted statuses do not appear in lists on forms.
