Difference between revisions of "Clients"

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==General information==
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=='''General information'''==
  
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Go to '''System → Clients''':
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Go to "System" → "Clients". Here you can view the list of clients or add new ones:
  
 
[[File:Clients menu.png|border|320px]]
 
[[File:Clients menu.png|border|320px]]
  
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Here you can view the list of clients or add new clients.
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=='''Clients list'''==
  
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::<span style="color:orange">'''[new version]'''</span> Here you can view the list of clients or add new clients.
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You can edit client names or delete them by pressing the corresponding buttons:
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==Clients list==
 
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To view the list of clients, go to '''System → Clients → Clients list'''.
 
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It will display the '''Client list''' page where you can edit client names or delete them by pressing the corresponding buttons:
 
  
 
[[File:Clients list.png|border|700px]]
 
[[File:Clients list.png|border|700px]]
  
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<span style="color:red">'''Note:'''</span> You cannot delete clients with recorded projects. The '''"Delete"''' button is not displayed in this case.
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:: <span style="color:orange">'''Note:'''</span> You cannot delete clients you already have projects for. The "Delete" button is not displayed in this case.
  
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::<span style="color:orange">'''[new version]'''</span> <span style="color:orange">'''Note:'''</span> You cannot delete clients that have projects. The "Delete" button is not displayed in this case.
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You may find the number of projects for a particular client and display the list of them by clicking on the number in the "Projects" column:
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You may find the number of projects recorded for a particular client and display their list by clicking on the number in the "Projects" column:
 
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::<span style="color:orange">'''[new version]'''</span> You may find the number of projects for a particular client and display the list of them by clicking on the number in the "Projects" column:
 
  
 
[[File:Clients lis view projectst.png|border|700px]]
 
[[File:Clients lis view projectst.png|border|700px]]
  
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==New client==
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=='''New client'''==
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To add a new client, go to "System" → "Clients" → "New client".
 
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Then enter their name and press '''"Create"''' to add the client to the list:
 
  
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::<span style="color:orange">'''[new version]'''</span> Enter the name and click "Create":
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To add a new client, enter the name and click "Create":
  
 
[[File:New client.png|border|300px]]
 
[[File:New client.png|border|300px]]
  
 
[[File:Redirect.jpg|40px|link=System]] Back to the "System" page.
 
[[File:Redirect.jpg|40px|link=System]] Back to the "System" page.

Latest revision as of 10:27, 10 February 2022

Clients list page: cloud.tqauditor.com/client/index

New client page: cloud.tqauditor.com/client/create

General information

Go to "System" → "Clients". Here you can view the list of clients or add new ones:

Clients menu.png

Clients list

You can edit client names or delete them by pressing the corresponding buttons:

Clients list.png

Note: You cannot delete clients you already have projects for. The "Delete" button is not displayed in this case.

You may find the number of projects for a particular client and display the list of them by clicking on the number in the "Projects" column:

Clients lis view projectst.png

New client

To add a new client, enter the name and click "Create":

New client.png

Redirect.jpg Back to the "System" page.

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