Client management
Da itm wiki.
Versione del 6 mag 2015 alle 09:47 di Francesco.bertuletti (discussione | contributi)
This function of itmSUITE® enable the user to manage:
- Clients registry
- Sales Contract
Client registry
This functionality enable the user to manage client data. This function can be call be menu Clients Management / Clients
The actual display of client depends on user role
Adding, editing and cancelling Client
Adding of new client can be done directly from the main menu, or from the client list view.
Once called the add function the system shown a session with five information'tab to be managed: General, Addresses, Contacts, Banks, Organizations Units.