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Pour ce faire, allez dans l'onglet Configuration à l'intérieur des Paramètres du système, puis dans l'onglet Portail client :

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Here, you can allow some client Portal features such asIci, vous pouvez autoriser certaines fonctionnalités du portail client telles que :


  • Allow Clients to Add Contacts and Companies through Requests:  Clients requesting a contract will be able to add a new company/person related to the request if no matches are found.

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