Creating a type of customer
When creating a customer, you can assign a 'type'.
To create it, you have to go to the module 'Parametering', 'Customer management', 'Type of customer'.
Click on the " buttonCreation of a client type"
A new page opens.
All you have to do is fill in the 'label' and validate.
Related Articles
Creating a customer workforce
When creating a customer, you can assign a workforce to him. To create it, you have to go to the module 'Parametering', 'Customer management', 'Staffing'. Click on the " buttonCreation of a customer workforce" A new page opens. All you have to do is ...
Material management - Creating a type of intervention
When creating a material intervention, you must choose a type of intervention. To create it, you have to go to the module 'Parametering', 'Management Matrix', 'Type intervention'. Click on the " buttonCreation of an intervention type" A new page ...
Emergency Test - Creating a Type of Emergency
When creating an emergency test, you must add a type of emergency. For this, you have to go to the module 'Parametering', 'Security Management', 'Test emergency situation', 'Type emergency situation'. Click on the " buttonCreation of an emergency ...
Audit - Creating a type of observation
When entering your audit report, you can add a statement. In this case, you must have previously set the type of finding. For this, you have to go to the module 'Parametering', 'Management Management Management', 'Audit', 'Type observation'. Click on ...
HR - Creating a Type of Competence
Before thecreation of a competence, you will need to set the type of competence. For this, you have to go to the module 'Parametering', 'HR management', 'Type of competence'. Click on the " buttonCreation of a type of competence" A new page opens. ...