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The project column will be empty as a project cannot be created until the client is either entered into the system or the order is attached to an existing client. A Green Question Mark in the name column indicates that the client does not exist in the system. In the example below, a new client called Computer Science Professionals has submitted an order from using the websiteclassic order form.
To view the order, you will need to click on Select to the right of the appropriate one. This can be done from either the Recent Orders Section of the Home Page or from the Orders Screen. This will direct you to the Order Details Tab for the selected order, as shown below:
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- Status - Shows the status, message, cost, project and contact information. However, since this order was submitted via your website by a new client, there is no information to display and the cost/project must be configured manually. This is because there is pricelist or project in the system for the order.
- Details - Shows the order information including the client, entered reference number, deadline, date received, and language/task information. Since the client is not registered in the system, you will see a message like the one above. Here you can assign the order to an existing client or add them to the system for project creation.
- Documents - Shows all documents the new client submitted as part of the order.
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You will be redirected to the Clients Tab and can enter or change any needed information. Once finished, click on Save to add them to the system. This will allow you assign them to the order and create a project for in the system.
Next, click Click on Select next to Assign Client.
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