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Main Tab of Freelancer Window |
  
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Main Tab of Freelancer Window |
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Main tab of Freelancer window contains information of your freelance experts. You can add new freelancer records here or edit existing ones. The two primary areas of Main tab of the Freelance Expert window are freelancers list and freelancer profile.
Browsing Freelancers
You can search freelancers by name. Select Starts with option and enter first few letters of freelancer's name in the field, and the cursor will jump to highlight first matching freelancer's name in the list. Select Contains option and enter any part of freelancer's name being searched.
To search freelancers by price, service or completed jobs, click Search button.
Click any freelancer in the list to view profile of this freelancer to the right.
Once a new freelancer has been added to database, his or her profile can be edited at any time.
Freelancers are listed in the form of table. Each freelancer can have a flag assigned to him or her. Freelancer flag can be changed by right-clicking the narrow field displaying flags. Although by default it contains Name and Flag columns, you can add your custom fields to view by right-clicking the freelancers list and then clicking Customize Columns in the context menu.
Freelancer profile
Profile of the currently selected freelancer can be viewed to the right.
Expert code — This code will be used in document (purchase order, quote) codes of this freelancer. Expert code will also be used as folder name of this freelancer's folder.
Name — Use this option to enter or edit the name of the currently selected freelancer. Freelancer's name can be no longer than 150 characters.
Postal Address — Enter address information of the currently selected freelancer. This information will be automatically inserted in the text of this freelancer's documents.
Contact info — Click this button to enter additional contact information on this freelancer.
Web-site — Click Go button to open this freelancer's web-site in your Internet browser. Web site address can be up to 120 characters long.
Payment Terms — You can set specific payment terms to each of your freelancers. Payment terms settings will determine when the purchase orders of this freelancer become outstanding and overdue.
VAT number — Regulations in some countries may require to indicate VAT codes (or numbers) in financial documents. Freelancer's VAT number, entered in freelancer's profile can be automatically displayed in this freelancer's printable documents.
Expert currency — Select currency of this particular expert. Expert's currency will be used in all documents of this freelancer. The totals of jobs will also be indicated in expert currency. General accounting data on experts will be presented in your base currency, according to defined exchange rates.
Next codes — You can advance the code counters of freelancer quote, freelance job, purchase order, and payment to freelancer.
Locale format — Adjust these settings to make all documents, printed for the selected freelancer use individual locale format, specific to this freelancer.
Expert folder — Freelancer folder contains jobs, purchase orders, payments prices and quotes information of freelancer. Projetex automatically creates, updates and maintains links between freelance experts in database and their folders. Expert code of this freelancer is used as folder name. Once the folder has been created, its location in Business folder is displayed in Expert folder field. Click Explore button to open this folder in your file explorer.
FTP Connections — you can set parameters for access to FTP folders of this freelancer. Shortcuts to these folders will be automatically added to Files tab of this expert's window.
General Information — freelancer's profile can contain any general information, relevant to this freelancer in a form of plain text note.
Custom data of Freelancer
Client database can be customized by adding custom fields. Any custom fields that have been added to clients database can be accessed by clicking Custom tab next to the Client Profile tab.
Note: Only users with access to Projetex Server Administrator can add or remove custom fields.