Clients & Sites

What is the difference between clients and sites?

In Yuman, clients are natural or legal people who may request an intervention. Each client can be assigned a role: trustee, condominium, owner, tenant. You will then be able to create the relationships between each one.

Sites and buildings are places of intervention. Thus, a client may have one or more sites.

When creating an intervention, you associate a client and a site. If the client and the site have the same contact details, you can pick them directly, without re-entry necessary.

fiche client yuman

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