Clients

The client is the entity for which the project is set.

It is generally the owner of the project, and in many cases it is the payer.

It can be an internal entity, into the same enterprise, or a different enterprise, or the entity of an enterprise.

The client defined here is not a person. Real persons into a client entity are called “Contacts”.

Clients screen

Section Description

Other sections

• Attachments

• Notes

Required field

Field	Description
Id	Unique Id for the client.
client name	Short name of the client.
Type of client	Type of client.
Client code	Code of the client.
Payment deadline	The payment deadline is stated on the bill for this client.
Tax	Tax rates that are applied to bill amounts for this client.
Tax number	Tax reference number, to be displayed on the bill.
Closed	Flag to indicate that the client is archived.
Description	Complete description of the client.

Address section

Full address of the client.

Projects section

List of projects related to the client.

Contacts section

Displays the names of client-related contacts.

Contacts section

You can create the contacts directly on the contact screen.

But you can create the contacts directly into the contact section

• Click on to create the contact

• Click on to delete the contact

When you want to add a contact, the window with the existing list of clients is displayed.

You can select or create a contact from this window, the information will be reflected directly in the contact screen.

Client quotation, client commands list and client bill list

These sections allow you to have a summary of the various financial documents concerning the client selected.

You find the list of quotes, orders and invoices of this client in tables for easy reading

Financial monitoring sections

List of tickets

This section allows you to see all open tickets for the selected client.

List of tickets for this client

Note

To display these sections, you must set the options “list quotes, commands and bills on client form” on yes in the global parameters but also in the user parameters.

See: Global Parameters See: Users Parameters

Contacts

Contacts screen

Other

• ProjeQtOr roles

• Profiles definition

• Stakeholder definition

• Tab Profile

• Allocations

A contact is a person in a business relationship with the company.

The company keeps all information data to be able to contact him when needed.

A contact can be a person in the client organization.

A contact can be the contact person for contracts, sales and billing.

Field Is a resource

• Check this if the contact must also be a resource.

• The contact will then also appear in the “Resources” list.

Field Is a user

• Check this if the contact must connect to the application.

• You must then define the User name and Profile fields.

• The contact will then also appear in the “Users” list.

See: Ressource Contact User

Section Allocations to project

Allows to allocate your contact to a project

see: Allocations

Section List of subscription for this contact

You can see the items followed by your contact in this section

list of elements followed by your contact

Section Miscellanous

if the box is checked, the contact will not receive the mails sent to the team