Clients
Everything related to clients, client setup, & client details.
By Traffio1 author11 articles
- Adding a ClientNeed to add a new client into Traffio? This guide will show you how
- Create a ProjectHow to create a Project
- Client ContactsHow to create client contacts and setting them for projects or certain bookings
- Adding Client DocumentsThis article goes over how to add documents to clients
- Client ConversationsThis article explains how to utilise client conversations
- Setting Client Meal Allowance RulesHow to set client meal allowance rules
- Sending Job Dockets and Booking Links to Client ContactsHow to set up your job dockets and booking details to be sent to the site contact
- Setting Credit Block on ClientThis article will show how to set a credit block for a client
- Merge Clients ProfilesHow to merge client profiles together if multiples are accidentally created
- Create a Parent OrganisationLink all your subsidiary clients to their holding company
- Setting Site Contact and Client CommunicationThis article goes over how to set up how you contact your Client Contacts