Difference between revisions of "Clients"

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(Clients list)
(New client)
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==New client==
 
==New client==
  
To add a new client, go to '''System=>Clients=>New client'''
+
To add a new client, go to '''System Clients New client'''.
 
 
[[File:Clients NC  menu.png|border|320px]]
 
  
 
Then enter their name and press '''"Create"''' to add the client to the list:
 
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 15:14, 13 April 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.

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:

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.

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

New client.png