Location and client management
23 articles
Editing basic client information
Adding sites/locations to clients
Add people to the site's supervisor, preferred or banned list
Client Page Overview
Site profile/detail page overview
Sites listing page overview
Site documents
Adding notes to sites
Adding Rate Cards to the Site
Adding a department to a site
Viewing and adding contact persons to the location
Editing basic site information
How to adjust the site pin's location?
Client portal overview
Adding Clients
Viewing and adding contact persons to clients
Giving portal access to a client contact person
Adding and editing locations for clients
Adding notes to the client
Client documents
Adding Rate Cards to the Clients
Adding Financial Contacts to Client
System Application and Priority Level for Rates