ProDon Procedure to add a client

ProDon Procedure to add a client

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Caution : This document is only for the version 5 of ProDon.

Introduction

This procedure is the simplified process for adding a client in ProDon.

For more explanation about Client Management, go to "Client Management".

Add a client

1. Go to Client Management or "Client" menu / " Clients"

2. Go to the "Clients" tab

3. Click on to add a new client

4. Fill the required information for the client: Check the company box 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 client's information (address, phone, email, etc.); Add relations if required (especially for companies); Document the characteristics and the categories if required.

5. Once all required information have been entered, click on

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Document name: ProDon Procedure to add a client
Version : 5.0.2.11

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