ProDon Procedure to add a client

ProDon Procedure to add a client

Printable version

---

Caution : This document is for the ProDon 5 version 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

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