Create new clients

Thursday, 30 July 2009 08:38 by tgarnier

Create new clients

Here is a tip for client management with PlanningPME

First of all, you need to activate an option. To do so, go to the menu "Tools -> Options" and select the tab named "Task"

Then, the following window appears: 

To add a client, go to the menu "Data -> Clients"

  

 

 The following window appears:

You created a new client as Company A. following the same process, you can add further clients by clicking on "Add".

 

Tags:  
Categories:   General
Actions:   E-mail | Permalink | Comments (0) | Comment RSSRSS comment feed