Orders
Frequently Asked Questions
Section titled “Frequently Asked Questions”Instructions
Section titled “Instructions” Working with orders All stages of creating an order from receiving a request to closing
Import Transfer order database from Excel or CSV file
Order fields settings Field builder. Add, reorder, delete
Filters in order table Personal filters for orders
How to delete a order? Deleting an order after creation
Order prepayment How to make an advance payment
Order deadline Controlling order completion deadlines
Order history Tracking events in the order, comments, photos
Closing order without payment Client did not pay the order. How to close it?
Comments for clients in the order Displaying recommendations in documents
Service expense How to use the “Service expense” function in HelloClient CRM
Return in order How to process a return for a order?
Order table in CRM Effectively manage all orders. The order table contains information about clients, order details, execution status, and deadlines
Multiple executors in order How to add several specialists to a order
Order payment How to process payment for a order
Profit on orders Automatic report for calculating profit from orders
Creating tasks from order Assign tasks and reminders to employees
Order statuses Monitoring order progress
Changing order date How to change the creation and closing date of an order in HelloClient?