Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

At the bottom of the screen, you can click on one of the following options to view more information about the client:

  • Contact Details - View contact information including the name, email, phone, address and language. Click on the email address to send the client a message. 
  • Billing Details - View billing address and email information. Click on the email address to send a message to the current billing email.
  • Invoicing & Accounting - View current invoice and accounting settings for the client. If nothing has been configured, then the Default settings will be used. It is recommended to enter pricing information before making changes to these settings. 
  • Translation Memories - Displays any translation memories for the client. If a new client, then a default translation memory will be the only item shown here. 
  • Client Portal - Client specific settings for the client portal. This includes options for configuring the classic order form (enable/disable), the instant translation form, and the new order form

Info

This information may be changed by clicking on Edit in the upper right corner when viewing the client.