Client card

Directions and methods connected to client card:

Edit personal, contact and invoicing information

Connecting a customer ( Add the Internet service )

Add new contact services

Change in the current service (tariff rate, speed, price, etc.)

Enlisting the clients into a special Queue Tree

Create a new contract

Entering of a service enquiry

Issue an individual invoice

Add a photodocumentation of a carried-out installation

Entering a cash payment

Edit an issued invoice

Edit history control in the client card

Setting Google Maps

Introduction into client card

Client card serves for displaying all the information regarding created contacts. Individual bookmarks located in the left part of the screen structure client information into logical units in which we then work. Client card is possible to be entered from offer Users / Contacts, here, click on a chosen contact. This applies for any place within the application, where it is possible to click on the name of the client, eg. in following modules: Planning, Billing, HotSpot, or NetFlow.

dopsat ze se zde provadi
upravy klienta a hlavne fakturace
mozno prohlizet historii
atd rozepsat jako takovy uvod ke karte klineta