Page Comparison

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• 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. 

Click on Edit to make changes to the client, click on Projects to view a list of the client's current projects, or click on Delete to remove the client from the system. 

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Underneath the client name, you can also view the current login status or click on Manage Logins to view current users for the client portal. A green circle with a checkmark shows the client has a login and a red circle with a dash shows they do not have a login. 

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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. 

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