Location and client management
By Umair1 author23 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