Difference between revisions of "ProDon Procedure to add a client"
Jguillemette (talk | contribs) (Created page with "{{Entete_TOC}} <br> Attention : Ce document est conçu pour la version 5 de ProDon seulement. <br> === Introduction === Cette procédure constitue le processus simplifié...") |
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<br> | <br> | ||
− | + | '''<u>Caution</u>''': This document is only for the '''''version 5''''' of '''''Prodon'''''. | |
<br> | <br> | ||
− | == | + | == Introduction == |
− | + | This procedure is the simplified process for adding a new client in '''''Prodon'''''. | |
− | + | For more explanation about Client Management, go to [[ProDon:Client Management|" Client Management "]]. | |
<br> | <br> | ||
− | == | + | == Add a client == |
− | {| width="750" cellspacing="1" cellpadding="1" border="1 | + | {| class="wikitable" width="750" cellspacing="1" cellpadding="1" border="1" |
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− | 1. | + | 1. Go to Client Management [[File:Prodon5 Add client 001.png]] or " Client " menu / " [[File:Prodon5 Add client 002.png|frameless]] Clients " |
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− | 2. | + | 2. Go to the " Clients " tab and click on the [[Image:Bouton +.png]] button to add a new client. |
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− | 3. | + | 3. Fill in 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 necessary. | ||
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− | 4. | + | 4. Once all the required information has been entered, click on [[File:Prodon5 Add client 003.png]] |
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− | {{ | + | {{Footer_ProDon_Version|5.0.5}} |
Latest revision as of 07:17, 15 October 2018
ProDon Procedure to add a client |
Contents
Caution: This document is only for the version 5 of Prodon.
Introduction
This procedure is the simplified process for adding a new client in Prodon.
For more explanation about Client Management, go to " Client Management ".
Add a client
Document name: ProDon Procedure to add a client
Version : 5.0.5