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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.
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the client's information and make changes as needed. Four tabs reside at the top:
- Client Tab - View basic client information, contact details, billing information, etc.
- 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.
At the bottom of the screen, you can click on one of the following options to view more information about the client:
- Contact Details
- Billing Details
- Invoicing & Accounting
- Translation Memories
- Client Portal
