Blog PlanningPME

Link a customer to a task

Client management with PlanningPME is very easy. You can link a customer to a task and then know to which client a task is being done. To do this, simply go in Tool --> Options --> Task and tick the option "Link customer to a task".

Then you should see your clients name in the task on the planning board.

Clients' history

In order to make client management in PlanningPME easier, there is the possibility to verify all that has been done, the time spent for each client. that gives you a good overview of the activities realised. To see it, you can go in the client window where you will find a second tab named Histoy. It will give you all the details you want about your client activities history. Let's have a look at it. Select a client by double clicking on it. This window appears: 

Then, select the second tab named History and here it is:

You can even have details on the tasks done by selecting one of it and clicking on the "History" button.

Didn't find the solution here? Don't hesitate and give us a call.

Client creation

Let's take a look at client creation through this short video. PlanningPME allows you to manage your clients inserting all the datas about them. You can easily manage as many clients as you want but be careful about the database you are using. Sometimes having too many clients can slow down your computer when running with a weak database. 

If this did not help you, check in our planning videos ! If you remain withiout a solution anyway, do not hesitate to give us a call, we are always happy to help.

Improve Client Management within your company

You want to have a clear and precise view of the activity of employees to your clients' sites?

You want to be able to print some planning and have some reports on the number of worked hours?

To answer these requirements, Target Skills puts forward its planning software: PlanningPME

Installed on network, this customer management software will allow you to make your business planning as simple as possible.

Thus, you gain time and productivity !

In fact, thanks to this software you will be able to:

• Schedule your collaborators' planning and control their interventions to clients' offices
• Visualize each customer's planning
• Import client data and synchronise your customer file with PlanningPME's one (avoiding this way double booking)
• Share the planning with your collaborators, even from a distance thanks to WebAccess version.

In a few years, Planning PME became the must-have planning software for customers file management.

Download the trial version of planning PME today.

Do not hesitate and ask for an online demo.