Clients' history

by tgarnier August 14, 2009

Clients' history

In order to make client management in PlanningPME easier, there is the possibility to verify all that has been done, the time spent for each client. that gives you a good overview of the activities realised. To see it, you can go in the client window where you will find a second tab named Histoy. It will give you all the details you want about your client activities history. Let's have a look at it. Select a client by double clicking on it. This window appears: 

Then, select the second tab named History and here it is:

You can even have details on the tasks done by selecting one of it and clicking on the "History" button.

Didn't find the solution here? Don't hesitate and give us a call.

Client creation

by tgarnier August 10, 2009

Client creation

Let's take a look at client creation through this short video. PlanningPME allows you to manage your clients inserting all the datas about them. You can easily manage as many clients as you want but be careful about the database you are using. Sometimes having too many clients can slow down your computer when running with a weak database. 

If this did not help you, check in our planning videos ! If you remain withiout a solution anyway, do not hesitate to give us a call, we are always happy to help.