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The client will appear as shown below : and additional information can be viewed or configured after they have been added to the system.
Additional Actions
After the client has been added, you will be able to view or modify contact, billing, invoicing & accounting, translation memory, and client portal details. Additionally, you can view their projects (after added), remove them from the system. or even change their basic information.
- Pricing Tab - View, add, or change pricing information.
- People & Logins Tab - View current user information and add users, disable logins, remove users, etc.
- Documents Tab - Manage reference documents that pertain to the client.