<< Click to Display Table of Contents >> Navigation: Customer management > Menu options in the client management |
If you click on a client in the client list, a menu opens. The following options are available there:
1. Edit:
If you would like to change client details, such as contact details or contact persons, click "Edit".
2. Create a project:
If you would like to create a new project for the client, you can do this directly here.
3. Evaluation:
If you go to the evaluation via the client management, the client filter will be preallocated directly to you.
4. Delete:
Use with care. Here you delete the client and his projects.