Difference between revisions of "Clients"

Revision as of 14:47, 8 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 clients by clicking the appropriate submenus.

[new version] Here you can view the list of clients or add new clients by clicking the corresponding submenus.

Clients list

To view the list of clients, go to System → Clients → Clients list.

It will display the Client list page where you can edit client names or delete them by pressing the corresponding buttons:

Note: You cannot delete clients with recorded projects. The "Delete" button is not displayed in this case.

[new version] Note: You cannot delete clients that have projects. The "Delete" button is not displayed in this case.

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:

[new version] 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:

New client

To add a new client, go to "System" → "Clients" → "New client".

Then enter their name and press "Create" to add the client to the list:

[new version] Enter the name and click "Create":

Back to the "System" page.