Client setup & contacts
Актуально для версии 26.99.5
Create a client, add their contacts, and optionally give them a login to the portal.
Client profile
- Name and an active/inactive status.
- Contacts — as many people as you like, each with role, phone and email.
- Internal notes visible only to your staff.
Linking projects
Attach projects to a client to bill them and show progress. A project belongs to one client; a client can have many projects.
Giving portal access
1
Add an account email
Set the client's login email and a password.
2
Enable the portal
With the client-portal module on, they can now sign in to their cabinet.
3
Block or reset anytime
You can suspend access or reset the password without losing their data.