Editing personal information

Eugene Kuchynski — Fri, 23 Apr 2021 11:38:36 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 11:38:36 AM

To edit personal information, click your user name in the to right corner and then select Manage profile.

A new screen will opened, where you can change your personal information (logo, name, address, etc.), as well as view currently assigned default prices (cannot be edited), list of contact persons, associated translation jobs, projects, invoices, payments and credit notes. You can open any of these documents right form this form. Or, you can access same lists from the navigation menu, which is more convenient way of working with different types of documents.

To edit company contacts list, switch to the Contacts tab:

Click New to create a new contact, or click on existing contact to edit his/her information.

On the Price-list tab, you can view default prices associated with a client:

The list is grouped by service types, languages and currencies. In case you work with many languages and work types, this list can be long. Use paging buttons at the bottom of this table to navigate. When needed, page size can be increased up to 100 rows per page.

Quotes, Translation jobs, Translation projects, Invoices, Payments and Credit notes tabs contain all relevant documents for a client.

Tags: Web, Customer Portal

Editing personal information

Eugene Kuchynski — Fri, 06 Dec 2019 11:09:53 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:09:53 AM

To edit personal information, click your user name in the to right corner and then select My profile.

On the profile page, you can also change application UI language and language code used to format dates and numbers in the application (if differs from application language).

To edit company contacts list, switch to the Contacts tab:

Click New to create a new contact, or click on existing contact to edit his/her information.

On the Price-list tab, you can view default prices associated with a customer:

Quotes, Translation jobs, Translation projects, Invoices, Payments and Credit notes tabs contain all relevant documents for a customer.

Tags: Web, Customer Portal

Editing personal information

Eugene Kuchynski — Wed, 17 Jul 2019 10:45:18 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:45:18 AM

To edit personal information, select Edit my profile link at the top of the screen.

A new screen will opened, where you can change you personal information (logo, name, address, etc.), as well as view currently assigned default rates (cannot be edited), list of contact persons, associated translation jobs, projects, invoices, payments and credit notes. You can open any of these documents right form this form. Or, you can access same lists from the navigation menu, which is more convenient way of working with different types of documents.

Tags: Web, Customer Portal