Voir la source de ProDon:Procédure simplifiée d'ajout d'un client et d'une relation (à traduire)

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Titre: Simplified procedure for adding a client and a relation

==  Introduction ==
This is the simplified process for adding a client in '''''Prodon'''''. 

== Add a client  ==
{| class="wikitable" width="750" cellspacing="1" cellpadding="1" border="1"
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|1. Go to client management by clicking on the shortcut button [[Fichier:RACCOURCI - Clients.png|sans_cadre|60x60px]] or via the "Clients" menu, then " [[Fichier:Clients petit.png|sans_cadre]] Clients".
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2. Go to the "Clients" tab, then click [[Image:Bouton +.png]] to add a new client. 

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3. Enter the required client information.   
* Check the "Company" box if the client is a company   
* Enter company name if the client is a company   
* Enter title, first name and last name if the client is an individual   
* Enter client contact details (address, telephone, email, etc.)   
* Document characteristics and categories if necessary   

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4. When all the necessary information has been completed, click on the " [[Fichier:Bouton Crochet ajouter confirmer.png]] Confirm addition" button. 

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== Add a relation between an individual client and another individual client ==
{| class="wikitable"
|1. Go to client management by clicking on the shortcut button [[Fichier:RACCOURCI - Clients.png|sans_cadre|60x60px]] or via the "Clients" menu, then "[[Fichier:Clients petit.png|sans_cadre]] Clients"
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|2. Go to the "Clients" tab, then search for the client to whom you wish to add a relation.
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|3. In the client file, go to the "Relations" tab and click on  [[Image:Bouton +.png]]  to add a new relation.
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|4. Choose the "Type" in the "Relation" section (Example: is spouse of).
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|5. Click on the "Choose a client" button to select the individual client to add to the relation.
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|6. Read the relation title at the top to verify that the order makes sense. If it doesn't, check the "Inverse" box to inverse the relation.
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|7. Enter "Start" date if known.
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|8. Click on the " [[Fichier:Bouton Crochet ajouter confirmer.png]] Confirm addition" button.
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== Add a relation between a company client and an individual client ==
{| class="wikitable"
|1. Go to client management by clicking on the shortcut button [[Fichier:RACCOURCI - Clients.png|sans_cadre|60x60px]] or via the "Clients" menu, then "[[Fichier:Clients petit.png|sans_cadre]] Clients"
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|2. Go to the "Clients" tab, then search for the company client to whom you wish to add a relation.
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|3. In the company client file, go the the "Relations" tab and click on  [[Image:Bouton +.png]] to add a new relation.
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|4. Choose the "Type" in the "Relation" section (Example: is the employer of / is the employee of).
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|5. Click on the "Choose a client" to select the individual client to add to the relation.
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|6. Read the relation title at the top to verify that the order makes sense. If it doesn't, check the "Inverse" box to inverse the relation.
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|7. Enter "Start" date if known.
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|8. Check the "Main contact" box, if the individual client is the company's main contact.
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|9. Click on the " [[Fichier:Bouton Crochet ajouter confirmer.png]] Confirm addition" button. 
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