Menu options in the client management

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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:

 

kunde-menue

 

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.