{"id":35117,"date":"2025-09-09T14:49:31","date_gmt":"2025-09-09T14:49:31","guid":{"rendered":"https:\/\/doc.probance.com\/?post_type=tips&#038;p=35117"},"modified":"2025-10-03T09:07:38","modified_gmt":"2025-10-03T09:07:38","slug":"how-to-set-up-the-client-record","status":"publish","type":"tips","link":"https:\/\/doc.probance.com\/en\/tips\/how-to-set-up-the-client-record\/","title":{"rendered":"How to set up the client record ?"},"content":{"rendered":"\n<p>In P-ONE, go to the \u201cMy Contacts\u201d tab, search for and open the relevant customer record. Use the \u201cEdit\u201d button to modify its information, then \u201cAdd a Report\u201d to name, categorize and save a new report. You can then place and resize the reports as needed. At any time, edit or delete them via the corresponding icons and don\u2019t forget to save your changes.<\/p>\n\n<p><strong>Watch the video to learn more:<\/strong><\/p>\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to set up the client record ?\" src=\"https:\/\/player.vimeo.com\/video\/1117125918?dnt=1&amp;app_id=122963\" width=\"500\" height=\"214\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In P-ONE, go to the \u201cMy Contacts\u201d tab, search for and open the relevant customer record. Use the \u201cEdit\u201d button to modify its information, then \u201cAdd a Report\u201d to name, categorize and save a new report. You can then place and resize the reports as needed. At any time, edit or delete them via the [&hellip;]<\/p>\n","protected":false},"author":625,"featured_media":0,"template":"","tips_tags":[1077],"class_list":["post-35117","tips","type-tips","status-publish","hentry","tips_tags-contact-management"],"_links":{"self":[{"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/tips\/35117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/tips"}],"about":[{"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/types\/tips"}],"author":[{"embeddable":true,"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/users\/625"}],"wp:attachment":[{"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/media?parent=35117"}],"wp:term":[{"taxonomy":"tips_tags","embeddable":true,"href":"https:\/\/doc.probance.com\/en\/wp-json\/wp\/v2\/tips_tags?post=35117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}