If you have access to these options you will see "Clients" listed in the Settings section of your Left-Hand Navigation Panel. Here, all clients are listed with their details. Your account may give you access to view and read the client list but NOT all of the editing options detailed below. Let the vPro support team know if anyone needs to see these options and can not.
Client Import
Client names in vPro can be imported from a list provided during your initial setup. That list can include contact information which we will map into the fields used in vPro. We can then lock-down the creation of new clients to prevent duplicates if needed. This lock-down is also in effect when we enable integrations with a traffic or business system to allow it to control the Client names available when submitting a Quick Order.
Client Restrictions
First, a group can choose not to allow the creation of new Clients without manager approval. If enabled, the QO form will confirm the new client creation when a pre-existing Client Name is not used by the submitter. The order can still be filled out but not fully submitted. The submitter will be notified that it is pending approval and will remain a draft until the managerial approval of the new client/advertiser. The managers instantly get an in-system notification and upon approval, the submitter is notified in return that their saved draft with the new Client can now be submitted. Contact your vCreative support team to enable this option.
Client Editing
For your approved and existing clients, managers can edit the contact details, attach files, and merge incorrect client information into the correct ones. Under “Settings” in the left-hand navigation there is a “Clients” section.
1. Settings
2. Clients
Editing the client lets you update/fix client names as well as general information that hasn’t been collected during the import of clients. Now, your edit includes attaching "Client Files" that are often used over and over for an advertiser. These are then presented on the QO form to be included on a request when needed, perfect for jingles, backgrounds, pronunciations, etc. The File Type available pull from those you already use, new once can always be added at your request.
Attached client files when editing a client
“Preloaded Files” dropdown on the QO form
Client Merge
Every now and then there will be two very similar client names used for the same advertiser. If at any time you have the need to "clean up" your client list, the "Merge Into" button can help you turn the wrong client labels into the correct ones, updating all past orders in the process.
You start by finding the correct client name you wish to use from now on. When you click the "Merge Into" button you are given the option to choose one or multiple incorrect versions of that label. You will be asked to confirm that all selected client names and the orders they are on will henceforth be under the correct client you selected.
THIS PROCESS CAN NOT BE UNDONE. So please, be very careful when merging your clients. If you have any questions do not hesitate to reach out to the vPro support team.