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

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Révision datée du 8 octobre 2024 à 07:26 par Ggaudet (discussion | contributions) (Add a relation between an individual client and another individual client)
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Procédure simplifiée d'ajout d'un client et d'une relation (à traduire)

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 RACCOURCI - Clients.png or via the "Clients" menu, then " Clients petit.png Clients".

2. Go to the "Clients" tab, then click Bouton +.png to add a new client.

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

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

Add a relation between an individual client and another individual client

1. Go to client management by clicking on the shortcut button RACCOURCI - Clients.png or via the "Clients" menu, then "Clients petit.png Clients"
2. Go to the "Clients" tab, then search for the client to whom you wish to add a relation.
3. In the client file, go to the "Relations" tab and click on Bouton +.png to add a new relation.
4. Choose the "Type" in the "Relation" section (Example: is spouse of).
5. Click on the "Choose a client" button to select the individual client to add to the relation.
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.
7. Enter "Start" date if known.
8. Click on the " Bouton Crochet ajouter confirmer.png Confirm addition" button.

Add a relation between a company client and an individual client

1. Go to client management by clicking on the shortcut button RACCOURCI - Clients.png or via the "Clients" menu, then "Clients petit.png Clients"
2. Go to the "Clients" tab, then search for the company client to whom you wish to add a relation.
3. In the company client file, go the the "Relations" tab and click on  Bouton +.png to add a new relation.
4. Choose the "Type" in the "Relation" section (Example: is the employer of / is the employee of).
5. Click on the "Choose a client" to select the individual client to add to the relation.
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.
7. Enter "Start" date if known.
8. Check the "Main contact" box, if the individual client is the company's main contact.
9. Click on the " Bouton Crochet ajouter confirmer.png Confirm addition" button.