Associate an activity with a client

Associate an activity with a client

In a folder whereyou have several customersyou can choose toassociate or not, your activity to the customer of your choice.

Simple action

When creating your activity, checkto electa customerand type the first letters of the client to whom you want to assign it, it will be offered to you.
Caution: the client must be well informed in the file.

Consolidated action

You canassign one or more activitiesto your customers post-earth.
Select the activities you want to assign to a client and clickConsolidated actions:

You just have to select your customer

Caution: the client must be well informed in the file.

Note that if you did notdo not associate your activity with a customer, it will not be included in the customer's record.

The "Proforma Folder" button will also not work, as the activity is not linked, it is impossible to know which customer to charge. It will beuse the Client Distribution button.