Klientide lisamine võimaldab siduda ülesanded töö tellijaga.

Kuidas lisada kliente?

Kõik kliendiga seotud andmed on Uku Kliendikaardil ühes kohas, et töö oleks selge ja korraldatud.

Kliendikaardi kasutamine Ukus

Kuidas muuta/lõpetada dokumentide haldamist Ukus

Kliendidokumentide korrastamine on lihtsam kui kunagi varem

Dokumentide haldus Ukus

Kuidas määrata emaettevõtet?

Kuidas eksportida kliente ja kliendikontakte?

Eemalda kliendinimekirjast kliendid, kelle töid enam ei tehta.

Kuidas deaktiveerida klienti?

Koosta kliendile tööplaan, et kõik ülesanded saaksid korrektselt kirja.

Kuidas koostada kliendile tööplaani?

Kliendi hulgitoimingud

Lisa, asenda või eemalda kasutaja kliendi tööplaanis.

Kuidas muuta kliendile määratud kasutajat?

Kuidas kustutada klienti?

Kliendinimekirja filtreerimise abil saab kliente gruppidesse jagada

Kuidas kasutada kliendinimekirja?

Segmenteeri kliendid vastavalt enda soovile.

Kuidas kasutada kliendigruppe?

Salvesta kliendi profiilile rohkem informatsiooni

Kuidas kasutada kliendi väljasid?

Klientide ükshaaval sisestamise asemel saab suure kliendibaasi korral kasutada XLSX importi.

Kuidas importida kliente?

Deaktiveeri klient Uku kliendinimekirjast.

Kuidas deaktiveerida/aktiveerida klienti?

Kliendi kontakti rollid

Kuidas uuendada andmeid impordi teel?

Rain

Halda oma kliente

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