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Navigation: Training plan

Section 2 - Client

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Section 2 - Client

This section will allow you to become familiar with the "Client" window and main tabs for creation and management of a client file.


Here is a list of topics covered in this section:

Client window: Presentation of the window, menus, client types and how to create a new client

Tab - Profile: Contact, contact information, relations, service receivers, partners, sharing relations, workplaces

Tab - Settings : Invoicing, departments, default hours, Web, incoming payments, compte à rebours, lien avec division et succursale

Tab - Preferences: Description des éléments présents et préférences, ajouter un candidat dans la liste, actualiser les préférences dans le dossier client.

Advanced users : partage des relations, paramètres de l'horodateur, personnalisation des codes sur les factures


Some tabs and sub-tabs in this window will be explained in detail in the  "Operations" and "Accounting" sections.

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