Aperçu d’un compte client
Support Clients Aperçu d’un compte client Aperçu d’un compte client Accédé à un compte client via le menu principale puis cliquer sur Clients. Sélectionner le client de votre choix. MENU CLIENT:– Profil – Contacts – Notes – Relevé de compte – Factures – Paiements – Propositions – Notes de crédit – Estimation – Abonnements – Dépenses – Contrats – Projets – Tâches – Tickets – Pièces jointes – Coffre Fort – Rappels – Map Est-ce que cette information a été utile?
Crée un nouveau client
Support Clients Crée un nouveau client Crée un nouveau client Accédez à la vue des clients à partir du menu principal sur le côté gauche et cliquez sur Ajouter un client. Entrée les informations requise: – Entreprise: Champs requis – Numéro d’entreprise: NEQ – Téléphone – Site Web – Catégorie: Catégorie de client – Devise: Si le client utilise une autre devise que celle définie par défaut, assurez-vous de sélectionner la devise adéquate pour ce client. Il est impossible de modifier la devise si les transactions sont enregistrées. – Langue par défaut: – Adresse – Ville – Province – Code Postal – Pays Vous pouvez également entrée les champs personnalisés déjà configurer. Facturation: Vous pouvez copier les information Identique à l’adresse principale Expédition: Vous pouvez copier les information de l’adresse de facturation Vous pouvez enregistrer le client ou enregistrer et crée un contact. Est-ce que cette information a été utile?
Notification d’expiration de contrat
Support Clients Notification d’expiration de contrat Notification d’expiration de contrat Accédé au notification dexpiration de contrat vous devez naviguer dans le menu principale à gauche Paramètres / Configurations / Cron Job / Contrats. – Heure du jour pour effectuer des opérations automatiques: 24 heures format ex 9 pour 9h AM ou 21 pour 9h PM. – Envoyer un rappel d’expiration avant (JOURS): Notification de rappel d’expiration en jour. Est-ce que cette information a été utile?
Renouveler un contrat
Support Clients Renouveler un contrat Renouveler un contrat Accédé à la vue de l’historique des contrats renouvelés par le menu situé en haut à droite. Puis cliquer sur Renouveler le contrat. Entrée les informations demandées: – Date de début – Date de fin – Valeur du contrat Est-ce que cette information a été utile?
Crée un modèle de contrat
Support Clients Crée un modèle pour vos contrats Crée un modèle de contrat Accédé à la vue des modèles de contrats par le menu situé en haut à droite. Puis cliquer sur Ajouter un nouveau modèle. Vous pouvez alors crée votre modèle pour vos contrats. Pour inséré le modèle de contrat cliquer sur inséré. Vous pouvez également rajouter des champs de fusion facilement en consultant les champs disponible: Est-ce que cette information a été utile?
Version 3.0.6.1
Support Versions Version 3.0.6.0 Version 3.0.6.1 DEVS: – Ajuster les taxes du Québec: TPS, TVQ – Ajouter les devises par défaut: CAD, USD, EURO – Ajouter les modes de paiement par défaut: Virement bancaire, Chèque, Comptant – Ajouter les sources des prospects par défaut: Facebook, Google, Référence, Site internet, Téléphone – Ajouter les status des prospects par défaut: Client Converti, Nouveau Prospect, Rendez-vous céduler, Proposition à faire, Suivi à faire, Prospect perdu, Mauvais prospect – Ajouter les groupes de client par défaut: Partenaire, Sous-Traitant – Ajouter les types de contrat par défaut: Contrat de confidentialité, Contrat de service, Contrat de vente Est-ce que cette information a été utile?
Version 3.0.6.0
Support Versions Version 3.0.6.0 Version 3.0.6.0 PERFEX CRM: – Arranger les problèmes d’avertissement – Arranger le problème d’envoie de courriel en CC sur les contracts – Arranger la vue en mode Kaban pour la version PHP 7.4 – Arranger l’argument de traduction _l pour la version PHP 8+ – Arranger le problème de compatibilité du bouton de retour pour la version PHP 7.4 – Arranger les champs personnalisés pour les propositions – Arrondir le frais des passerelles de paiement pour les décimales – Arranger la fonction slug_it Est-ce que cette information a été utile?
Crée un nouveau contrat
Support Clients Crée un nouveau contrat Crée un nouveau contrat Accédez à la vue des contrats à partir du menu principal sur le côté gauche et cliquez sur Nouveau Contrat. Vous pouvez également, pour une approche rapide, ajouter à partir du menu Création rapide en cliquant sur le + bleu dans la barre de menu et cliquez sur Contrat. – Corbeille: Si vous ajoutez le contrat à la corbeille, il ne sera pas affiché sur l’espace client, ni inclu dans le tableau et autres statistiques. Il ne sera pas affiché par défaut lorsque vous aurez la liste de tous les contrats. – Ne pas afficher au client: Si ce champ est coché, le contrat ne sera pas affiché sur l’espace client et les contacts du clients avec l’autorisation pour recevoir les contrats ne recevront pas de courriel de rappel ou d’expiration. – Client: Veuillez sélectionner le client. Ce champs requis. – Projet: Veuillez sélectionner le projet. – Sujet: Le sujet est également visible pour le client. Ce champs requis. – Valeur du contrat: Inscrire la valeur de ce contrat. La devise par défaut est utilisée. – Type de contrat: Vous pouvez organiser vos contrats en catégorie. Pour ajouter un nouveau type de contrat, paramètres / contrats / types de contrat. – Date de début: La date que le contrat début. Ce champs requis. – Date de fin: La date que le contrat ce termine. Si le champs est vide il ni a pas de date d’expiration, aucune notification d’expiration ne sera envoyé. – Description: Inscrire une courte description du contat. Après avoir créé le contrat initial avec toutes les informations requises, vous pouvez ajouter le contranu du contrat à afficher au format PDF. À droite du sujet du contrat vous retrouverez les fonctionnalités suivante: – Voir le contrat: Consulter le contrat sur l’espace client. – Icone PDF: Consulter le contrat en format PDF. Tab: – Contrat: Entrée les informations du contrat – Pièces jointes: Ajouter une pièce jointe. – Commentaires: Ajouter un commentaire visible pour le client. – Historique des contrats renouvelés: Consulter l’historique des contracts qui ont été renouvelés. – Tâches: Ajouter une tâche au contrat. – Notes: Ajouter une note au contrat. Ne sera pas visible pour le client. – Modèles: Crée puis inséré un modèle de contrat. – Icone enveloppe: Envoyer le contrat par courriel. – Icone de bascule : Basculer en pleine écran Est-ce que cette information a été utile?
Making a page for Sugar Daddy
There are some things that are crucial to remember when creating a sweets mommy status. Avoiding cliches direct.mit.edu is one thing to do. More than just a lovely mouth is what glucose daddies are looking for. They seek a person who is intelligent, courteous, and respectful of their confines researchgate.net. Additionally, it’s crucial to use appealing images and craft an engaging profile. Avoid language walls because sugar daddies are preoccupied and unable to read lengthy essays about you. High-definition pictures It goes without saying that glucose daddies first look at your status pics. It’s crucial to choose images that are high-quality and highlight your best attributes as a result. Generally choose photos with a smile on your face because they show that you’re friendly and inviting. Additionally, they are more likely to be noticed than generic or amateurish pictures. Yet, it’s crucial to refrain from using excessive amounts of images because doing so may get boring and confusing. Secondly, refrain from adding more than one photo with the same backdrop or attire. Our administrators reject these kinds of graphics because they are deemed to be fake and lacking in personality. Additionally, you should refrain from posting images that show melancholy or brattiness. Potential sugars daddy aspirations may receive a bad message from these pictures. You should also set a limit on the amount of specific data you divulge on your account. By doing this, you can guard against identity theft and fraud. Bio A nice sugar daddy page includes a variety of high-quality photos, an attractive main photo, and an informative bio section. Additionally, it ought to be grammatically correct. Additionally, it’s critical to stay away from clichés that might change off ability sugar children. Be truthful and genuine in the profile part. Describe your distinctive traits, interests, and desires. Highlight your education, but do n’t boast about it in an arrogant manner. Similar to this, it’s acceptable to share your interests but refrain from being exceedingly sexual. A significant turn-off for possible sugar daddies https://sugardaddyy.com/profiles/california/visalia is using too much sexual terminology in your outline. Additionally, it is a good idea to communicate your immediate objectives and long-term objectives. You’ll be able to develop a connection with prospective sugar daddies thanks to this. Additionally, it will make it clear to them how their interest in you might enable you to realize your goals. You might want to say, for instance, that you’re working to finish your learning, launch a organization, or travel the globe. Statistics for Fast A brief bio and high-quality pictures are crucial when creating a sugars papa profile. Additionally, it’s a good idea to briefly describe who you are and what interests you. Prospective con artists may be eliminated thanks to this. Avoid using derogatory vocabulary on your status. This does frighten off a lot of sugars newborns. Additionally, it is not a good idea to make your account public by criticizing your monetary condition or previous connections. Be sincere in your report because sugars mommies can place a phony from miles ahead! Suddenly, check to see if there are any grammar mistakes on your honey alright page. Any wealthy person will be offended by a badly written account. Before posting your account, it is a good idea to read it again and check it for errors with an game like Grammarly. You can build an appealing, real sugars papa report by using these suggestions. wishing you luck! This piece was written and contributed by Victoria Milan. Interests Sugar dads want a youthful lady who is genuine and honest. They do not want a report that is exceedingly evocative or erotic. It’s crucial to be explicit about the type of relationship you want in your bio. More prospective glucose mommies may be drawn to this. Your sugars big report should also include a description of your interests and hobbies. This will highlight your character and help you stand out from the competition. Additionally, you may include a smiley photo of yourself because ability glucose daddies may find you more beautiful. Additionally, you should refrain from using words like « ready to get pampered » in your headline because many powerful men will find this offensive. Additionally, it’s crucial to make sure your spelling and grammar are accurate. Slang and poor spelling may immediately turn off glucose daddies. Before submitting your profile to the site, you should always double-check it.
Where Can i find a Wife the Best?
Men frequently daydream about finding the ideal spouse. They want one who puts their requires first https://foreign-bride.org/site-reviews/asianmelodies-review/, is considerate of their loved ones, and has a attractive physique. Latin females redbookmag.com are known for their submissive natures, whereas German girls are hot and zealous. There are numerous various ways to find a wife, though. Dominican Republic Dominican women are eager to meet people from abroad. They are searching for a spouse who will take good care of them and support them in achieving their objectives. Additionally, they want to begin a content household. They consider relationship to be a sacred relationship. They significance loyalty and commitment in a connection because they were frequently raised to respect their parents and other family members. A good way to consider a Dominican family is through virtual dating. Numerous websites have patterns of alluring Dr girls. Making a page is simple, and you can use the communication instruments on the website to commence interacting with women. Additionally, you have the option of video enquiries or cellphone chat. It takes time to get to know your probable Dominican wedding. Make sure to show her interest in you when she expresses it. She might embrace you, hold your hand, or make eye contact with you to express her feelings. If you notice these symptoms, it’s crucial to schedule a visit with the Dr so that you can advance your marriage. Mexico Mexican women are not only beautiful, but they also take good care of their mothers and wives. They cherish their communities and take pride in their society. They are simple to get to know thanks to their friendly and welcoming personalities. These girls are passionate, daring, and ready to sacrifice everything for their men. Mexico’s subtropical beaches, delectable cuisine, and vibrant society make it the ideal country to find a partner. There are many places to meet localized women, including restaurants, cafes, and outdoor spaces like Chapultepec Park. Online dating services also provide a simple and effective way to meet stunning Latin American people. These blogs may assist you in finding your ideal suit whether you’re looking for a casual date or an intimate relationship. They put your privacy and security first and offer a number of features to make communication and matchmaking easier. To suit your requirements and financial situation, they moreover provide a variety of account options. Brazil The charm and composure of Brazilian women are well known. Additionally, they have an open mind and are eager to try new things. They are regarded by several people as excellent ladies. Additionally, they can offer their communities a lot of support. Additionally, they are frequently cordial and kind to friends at home factions. Consider joining an international dating blog if you’re searching for a soul mate. But before you do, compare the number of confirmed patterns to make sure the assistance is secure and legitimate. To get a better understanding of the services provided, read testimonials from other users as well. You need to be sincere and have a sense of humour if you want to win the Brazilian woman. Additionally, you should n’t buy her expensive gifts right away, especially in the beginning of the relationship. Additionally, it’s critical to regard her traditions. You’ll strengthen your relationship with her as a result. You should also find out about her backdrop and church. China The issue of where to discover a spouse has no one-size-fits-all solution. Depending on your needs and private choices. Nevertheless, some nations are thought to be better than others for meeting brides. Gentlemen really also consider the price of travel to a particular nation and the amount of day they have available to spend it. Chinese people make excellent brides and are devoted to their communities. For Northern men looking for an Asian wife, they are a great decision because of their open-mindedness and confidence. Chinese women are also renowned for their biological charm and beauty. The best places to look for a family are in China’s major locations like Beijing and shanghai. You’ll be able to evade speech restrictions and choose from a wider range of women. Women from the big cities are also more accustomed to Western culture. Additionally, they tend to take matrimony more seriously than people from remote places.