Client view page – CRM tab - Revision history

Andrii: /* To-dos */

2024-12-09T19:13:38Z

‎To-dos

2024-12-09T19:12:41Z

‎To-dos

2024-12-09T08:19:27Z

‎To-dos

2022-08-30T06:24:55Z

2022-03-25T09:51:57Z

‎Client info

2022-03-25T09:51:09Z

‎Client info

2022-03-25T09:50:49Z

‎Client info

2022-03-25T09:50:30Z

‎Client info

2022-03-25T09:50:13Z

‎Client info

2022-03-25T09:48:30Z

‎Client info

@@ Line 26: / Line 26: @@
 To create a to-do, click the '''"New to-do"''' button:
-[[File:New to-do. crm.png|border|1100px]]
+[[File:New to-do. crm.png|border|1000px]]
 Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:
-[[File:Create new to-do, crm.1.png|border|1100px]]
+[[File:Create new to-do, crm.1.png|border|1000px]]
 <span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
@@ Line 36: / Line 36: @@
 You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:
-[[File:To-do in crm tab.1.png|border|1100px]]
+[[File:To-do in crm tab.1.png|border|1000px]]
 Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
-[[File:To-do in crm tab, attachments.1.png|border|1100px]]
+[[File:To-do in crm tab, attachments.1.png|border|1000px]]
 =='''Communication history notes'''==

@@ Line 30: / Line 30: @@
 Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:
-[[File:To-do 1.png|border|600px]]
+[[File:Create new to-do, crm.1.png|border|1100px]]
 <span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
@@ Line 36: / Line 36: @@
 You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:
-[[File:To do 2.png|border|900px]]
+[[File:To-do in crm tab.1.png|border|1100px]]
 Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
-[[File:1 to-do actions.png|border|900px]]
+[[File:To-do in crm tab, attachments.1.png|border|1100px]]
 =='''Communication history notes'''==

← Older revision		Revision as of 08:19, 9 December 2024
Line 23:		Line 23:

	[[File:Client to-dos.png\|border\|1100px]]		[[File:Client to-dos.png\|border\|1100px]]
		+
		+	To create a to-do, click the '''"New to-do"''' button:
		+
		+	[[File:New to-do. crm.png\|border\|1100px]]
		+
		+	Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:
		+
		+	[[File:To-do 1.png\|border\|600px]]
		+
		+	<span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
		+
		+	You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:
		+
		+	[[File:To do 2.png\|border\|900px]]
		+
		+	Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
		+
		+	[[File:1 to-do actions.png\|border\|900px]]

	=='''Communication history notes'''==		=='''Communication history notes'''==

@@ Line 1: / Line 1: @@
 __FORCETOC__
-==General info==
+=='''General info'''==
 On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:
@@ Line 6: / Line 6: @@
 [[File:CRM.png|border|1100px]]
-==Client info==
+=='''Client info'''==
 In the "Client info" section you can view and update the '''<U>[[Clients statuses|clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes:
@@ Line 12: / Line 12: @@
 [[File:Client info1.png|border|1100px]]
-===Manager===
+==='''Manager'''===
 In the "Manager" section you can view and update a manager for the client:
@@ Line 18: / Line 18: @@
 [[File:Crm tab - manager.png|border|1100px]]
-==To-dos==
+=='''To-dos'''==
 In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
@@ Line 24: / Line 24: @@
 [[File:Client to-dos.png|border|1100px]]
-==Communication history notes==
+=='''Communication history notes'''==
 In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
 [[File:Client chn.png|border|1100px]]

@@ Line 8: / Line 8: @@
 ==Client info==
-In the "Client info" section you can view and update the '''<U>[[Client statuses|clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes:
+In the "Client info" section you can view and update the '''<U>[[Clients statuses|clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes:
 [[File:Client info1.png|border|1100px]]