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 job creation. You'll only need to selec...
Thu, 19 Nov, 2020 at 10:10 AM
Create and attach a site to the organization
When you create clients as organizations you often need to give them more than one address. For example an organization might have a network of shops, a cou...
Thu, 19 Nov, 2020 at 10:12 AM
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...
Thu, 19 Nov, 2020 at 10:13 AM