Difference between revisions of "Clients"
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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. | <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">'''[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. | ||
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: | 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]] | ||
Revision as of 14:27, 8 February 2022
Clients list page: http://cloud.tqauditor.com/client/index
New client page: http://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.
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:
Back to the System page.
