View source for Client view page – CRM tab

On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes:

[[File:CRM.png|border|1100px]]

In the "Client info" section you can view and update the client status, the source, their assignability to projects and quotes, and notes:

[[File:Client info1.png|border|1100px]]

In the "Manager" section you can view and update a manager for the client:

[[File:Crm tab - manager.png|border|1100px]]

In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:

[[File:Client to-dos.png|border|1100px]]


In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:

[[File:Client chn.png|border|1100px]]