Klien bulanan dan laporan pack
Kontrak klien bulanan dengan paket, nilai, masa berlaku, dan PIC; laporan rutin per klien dari disusun, ditinjau, sampai dikirim, dengan pengingat kontrak habis.
Steps
- Open Add features, find Klien bulanan dan laporan under Official packs, and choose Lihat rincian to see every field, the status flow, and who can fill it in.
- Choose Pasang. Nadi checks the pack with the same checker used for AI-made features, then Klien bulanan dan laporan appears under Add-on features.
- In Kontrak klien, choose Tambah kontrak klien and fill in nama kontrak, klien, nilai per bulan, mulai and pic (required).
- Move kontrak klien along its status with the buttons Jeda, Lanjutkan and Akhiri kontrak; buttons that need extra fields open them first.
- In Laporan klien, choose Tambah laporan klien and fill in judul laporan, kontrak, akhir periode and penyusun (required).
- Move laporan klien along its status with the buttons Kirim untuk ditinjau, Minta perbaikan and Tandai terkirim; buttons that need extra fields open them first.
Automatic reminders and cards: Kontrak ... habis bulan depan, tawarkan perpanjangan; Laporan ... menunggu tinjauan. Removing the pack only hides it from the menu; its records stay and come back when you install it again.