Addresses and sites

Description of how you can optimize your work with prefilled list of clients and addresses.

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...
Fri, 1 Mar, 2019 at 1:34 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...
Fri, 1 Mar, 2019 at 1:29 PM
Upload clients and objects from spreadsheet
Besides creating client and sites manually you can upload them with csv file. It will be useful when you already have your own database with big amount of c...
Fri, 1 Mar, 2019 at 1:11 PM