Why can not see added clients in my application
There is no view of previously created projects, it results from the applied filter of customer creation dates.. This filter can be modified by changing the Create Before and Create After dates. By default, the system only shows clients created in
How to add a new project for the client?
An example of adding a new project to the client is presented in video below.
Can I add another project to the offer of the same client?
Yes, to do that open the Add option by pressing the plus (+) in the Project header tab.
How can I edit the name, address of the project or completely remove it from the client’s offer?
To perform one of the operations included in the question, open the menu in the Project header tab (three dots) and select the option you are interested in. (Shown in the video below).
Can I remove a customer from my all customer base?
Yes, you can do it by opening the menu - clicking the three dots next to the client's name. (Shown in the video below).
I changed the client’s address, but in the project the address is still the same as before.
The client's address and the project's address, although they are usually the same, when editing one of these values, it is important where we edit it. When creating the first and subsequent project for a client, the address in the project
How to enter the customer’s address if it is a new street which is not listed in Google Maps or for other reasons it is impossible to enter the street and house number?
If, despite the fact that the street is not on the Google map, and we know where the investment will be located, we can place a pin on the map or enter the appropriate geographic coordinates of the object. If we