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How To Set Up Your Сlients?
How To Set Up Your Сlients?

Information about the initial settings for working with Clients in RemOnline

Amalia avatar
Written by Amalia
Updated over 8 months ago

On the Settings > General > Clients page, you can configure the rules for creating clients.

Check the Prohibit creating clients if a client with specified phone number already exists checkbox to prevent employees from creating different clients with the same phone number.

Check the Prohibit creating clients if a client with specified email already exists checkbox to prevent employees from creating different clients with the same Email.

Be sure to click Save to apply the selected settings.

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