Client view page – Client pools tab - Revision history

Andrii: /* Other tabs on the page */

2022-10-13T09:45:49Z

‎Other tabs on the page

2022-10-13T09:45:36Z

2022-09-06T11:50:43Z

‎Client pools

2022-09-06T11:08:10Z

‎Add client to client pool

2022-09-06T11:04:22Z

‎Client pools

2022-09-06T10:57:35Z

‎Client pools

2022-09-06T10:56:53Z

‎Client pools

2022-09-06T10:55:58Z

2022-09-06T10:51:38Z

‎Client pools

2022-09-06T10:04:59Z

‎Client pools

← Older revision		Revision as of 09:45, 13 October 2022
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	*'''Contact persons''' — the list of client’s contact persons.		*'''Contact persons''' — the list of client’s contact persons.
−
−	*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.

	*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.		*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.

← Older revision		Revision as of 09:45, 13 October 2022
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	For more info, please see [[Client_pools\|'''<U>Client pools</U>''']] page.		For more info, please see [[Client_pools\|'''<U>Client pools</U>''']] page.
		+
		+	=='''Other tabs on the page'''==
		+
		+	*'''General info''' — view and edit client info and payment conditions.
		+
		+	*'''Contact persons''' — the list of client’s contact persons.
		+
		+	*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.
		+
		+	*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.
		+
		+	*'''Price list''' — the list of prices for the customer.
		+
		+	*'''Taxes''' — on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
		+
		+	*'''Documents''' — intended for storing any documents related to the client.
		+
		+	*'''Project chart''' — here you can see the chart and list of all active projects for the client.

← Older revision		Revision as of 11:50, 6 September 2022
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	The client will be added to the selected pools, and they will be displayed in the list.		The client will be added to the selected pools, and they will be displayed in the list.
		+
		+	For more info, please see [[Client_pools\|'''<U>Client pools</U>''']] page.

@@ Line 20: / Line 20: @@
 To open the '''<U>[[Update_manager|Manager details]]</U>''' page, click the necessary manager's name.
-==='''Add client to client pool'''===
+==='''Add clients to client pool'''===
 To add or remove the client from the other pools, click '''"Update"''':

@@ Line 8: / Line 8: @@
 =='''Client pools'''==
-In this section, you can see the list of client pools the client is added to, and how many managers and clients are added to these pools:
+In this section, you can see the list of client pools the client is added to and how many managers and clients are added to these pools:
 [[File:Client view page - client pools tab (client pools).png|border|1070px]]
-Click the numbers in the table to see the lists of assigned managers and clients added to the pool(s).
+Click the numbers in the table to see the lists of assigned managers and clients added to the pool(s). To open the client pool page, click the needed pool's name.
 You can also see the list of managers who have access to this client based on the client pools settings:

@@ Line 12: / Line 12: @@
 [[File:Client view page - client pools tab (client pools).png|border|1070px]]
-You can click the numbers in the table to see the lists of assigned managers and clients added to the pool.
+You can click the numbers in the table to see the lists of assigned managers and clients added to the pool(s).
 You can also see the list of managers who have access to this client based on the client pools settings:

@@ Line 18: / Line 18: @@
 [[File:Client pools tab (managers).png|border|1070px]]
-To open the manager profile, click their name.
+To open the '''<U>[[Update_manager|Manager details]]</U>''' page, click the necessary manager's name.
 ==='''Add client to client pool'''===

← Older revision		Revision as of 10:51, 6 September 2022
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	[[File:Client pools tab (managers).png\|border\|1070px]]		[[File:Client pools tab (managers).png\|border\|1070px]]
		+
		+	To open the manager profile, click their name.

	==='''Add client to client pool'''===		==='''Add client to client pool'''===