Difference between revisions of "Clients"

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(New client)
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[[File:Clients NC  menu.png|border|320px]]
 
[[File:Clients NC  menu.png|border|320px]]
  
Then enter their name and press '''Create''' to add the client to the list:
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Then enter their name and press '''"Create"''' to add the client to the list:
  
 
[[File:New client.png|border|300px]]
 
[[File:New client.png|border|300px]]

Revision as of 16:43, 27 January 2020

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

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


General information

Go to System=>Clients:

Clients menu.png

Here you can view the list of clients or add new clients by clicking the appropriate submenus.

For more info, please read the sections below.

Clients list

To view the list of clients, go to System=>Clients=>Clients list

320px

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

Clients list.png

Note: You cannot delete clients with recorded 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:

Clients lis view projectst.png

New client

To add a new client, go to System=>Clients=>New client

320px

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

New client.png