The Client File module allows tracking, organizing, and centralizing all documents and information related to each client. Each file corresponds to a work unit or a specific project, and each client can have multiple files containing all information necessary for commercial, technical, and administrative management.
\nThis organization provides a clear and structured view, facilitates quick access to data, ensures accurate monitoring, and guarantees full traceability of information.<\/p>\n
File Management<\/b>
\nCreation of multiple files per client to manage different projects, interventions, or sales phases.
\nOrganization of files by project, activity, or service type.
\nOverview of all files and associated documents for a client.<\/p>\n
Client Information Centralization<\/b>
\nCRM: centralized client records with all contact information, history, and interactions.
\nPre-project: recording and tracking preliminary studies, requirements, and constraints.
\nAppointments: planning and tracking client and internal meetings.
\nTickets and Support: tracking requests, incidents, and interventions.<\/p>\n
Document Management<\/b>
\nStorage, organization, and import of all documents related to each file:
\nContracts
\nQuotes
\nInvoices
\nMinutes
\nPhotos and plans
\nReports and correspondence
\nClassification and sorting by document type, project, or activity for quick access and improved readability.<\/p>\n
Traceability and Monitoring<\/b>
\nComplete history of all actions and documents associated with each file.
\nReporting available by client, file, or project for monitoring commercial, technical, and financial activities.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"content-type":"","inline_featured_image":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false},"product_brand":[],"product_cat":[151],"product_tag":[],"class_list":["post-84407","product","type-product","status-publish","product_cat-uncategorized","first","instock","virtual","taxable","product-type-simple"],"yoast_head":"\n