Difference between revisions of "ProDon Procedure to add a client"
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* Enter the name of the company if the client is a company; | * Enter the name of the company if the client is a company; | ||
* Enter the title, the first name and the last name if the client is an Individual; | * Enter the title, the first name and the last name if the client is an Individual; | ||
| − | * Enter the client's | + | * Enter the client's information (address, phone, email, etc.); |
* Add relations if required (especially for companies); | * Add relations if required (especially for companies); | ||
* Document the characteristics and the categories if required. | * Document the characteristics and the categories if required. | ||
Revision as of 13:57, 14 November 2016
| ProDon Procedure to add a client |
Contents
Caution : This document is for the version 5 of ProDon only.
Introduction
This procedure is the simplified process to add a client in ProDon.
For more detail explanation about Client Management, go to "Client Management".
Add a client
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1. Go to Client Management |
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2. Go to the "Clients" tab |
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3. Click on |
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4. Fill the required information for the client:
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5. Once all required information have been entered, click on |
Document name: ProDon Procedure to add a client
Version : 5.0.2.11
