Addresses and sites

Create client (individual and organization)
Create a list of clients in Planado and you won't have to manually enter all the client information during a job creation. You'll only need to sel...
Wed, 12 Aug, 2020 at 3:22 PM
Create and attach site to organization
When you create clients as organizations you often need to give them more than one address. For example organization might have a network of shops, a couple...
Tue, 4 Jun, 2019 at 10:39 PM
Upload clients and objects from spreadsheet
Besides creating clients and sites manually you can upload them with CSV file. It will be useful when you already have your own database with a big amount o...
Wed, 12 Aug, 2020 at 3:24 PM