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
1. Go to client management by clicking on the shortcut button or via the "Clients" menu, then " Clients".
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2. Go to the "Clients" tab, then click 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 " Confirm addition" button.
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Add a relation between an individual client and another individual client
1. Go to client management by clicking on the shortcut button or via the "Clients" menu, then " 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 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 " Confirm addition" button.
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Add a relation between a company client and an individual client
1. Go to client management by clicking on the shortcut button or via the "Clients" menu, then " 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 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 " Confirm addition" button.
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