“Clients” application overview

This application is available for all the users with the Client Management role.

Purpose

This application is intended to manage clients and provides operative control of client indicators.

The list of available operations and clients is defined by the role model of the company and the provided access rights.

Navigation

• CLIENTS
  • My clients — the list of clients with the current user as the manager.
  • Active clients — the list of active clients .
  • All clients — the full list of clients.