All the information related to each of your clients are located in their file.

Regardless on what tab you will navigate, the top section will always be the same, it displays general information about the client.

 

On the "PRIM” ribbon, click on the button (Client) to open the window.

 

At the opening, you are in search mode, you will notice that the fields are green.

 

•You can click on the icon (Execute the search), all records are extracted and PRIM is positioned on the first record of the list.

•It is possible to navigate through the records using the following icons .

•You can start a search by entering a keyword in one of the green fields and click on the icon (Execute a search).

 

The window can occupy the whole space, full screen mode, or only a part of the screen.

 

Create replacements, grouped replacements, terms and job offers using the shortcuts in the "Quick Actions" menu.