Client management

Does it allow full management of the client database? Every customer can have an unlimited number of contact persons registered. A client can be assigned a category which is a code-list defined value (these can be added/removed). Using a category, you can mark a client as a defaulter who must pay in advance; as soon as a project is created for such a client, the user is notified of the category.

In the client list, you can search according to almost all items registered with a client.

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FAQ

Can a client have his/her own price list?

Certainly. Apart from the global price list which is valid for all clients, a client can have individual price lists which are superior to the global price list.

Is access to the system provided to a client? Can a client download ready translations?

Yes. Through the client web portal.

Can a client create enquiries, upload files, show quotes, accept or refuse quotes and download invoices?

Yes. Through the client web portal.

Is it possible to hide a client's details from a particular user?

Yes, it is possible. If a client's identity is to be hidden from a particular user, it is necessary to assign the client such a client type to which the user is not entitled to right of access. The user will not see the client in the list at all. Within projects and quotes, the client's information such as the client's name, contact person, etc., will be hidden.

Can a client assess the quality of delivered translations?

Yes. Through the client web portal.

Can I send emails and printed documents to a client in various languages?

Yes. QuaHill uses four languages within code lists (English, German, Czech and an optional language). The code list values (service names, units, currencies) must be in one of the four languages. Other texts can be in any language.

Is it possible to export a client list?

Yes. If a user has the respective right, he/she can export the client list to an MS Excel file.

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