Client view page – Contact persons tab - Revision history

Andrii at 09:40, 13 October 2022

2022-10-13T09:40:13Z

Andrii: /* Other tabs on the page */

2022-10-13T09:21:51Z

‎Other tabs on the page

Andrii at 14:39, 12 September 2022

2022-09-12T14:39:58Z

Aleksandra.d at 11:53, 11 September 2020

2020-09-11T11:53:25Z

Aleksandra.d at 06:40, 17 July 2020

2020-07-17T06:40:15Z

Anatoly.k at 14:38, 29 August 2019

2019-08-29T14:38:07Z

Anatoly.k: /* Other tabs on the page */

2019-08-02T11:22:53Z

‎Other tabs on the page

Anatoly.k: /* Other tabs on the page */

2019-08-02T11:19:52Z

‎Other tabs on the page

Anatoly.k at 11:18, 2 August 2019

2019-08-02T11:18:41Z

Anatoly.k at 11:18, 2 August 2019

2019-08-02T11:18:10Z

@@ Line 1: / Line 1: @@
 On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
-[[File:Rt.png|border|1000px]]
+[[File:Contact persons.png|border|1070px]]
 *To start updating the contact, click '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.

@@ Line 13: / Line 13: @@
 =='''Other tabs on the page'''==
-*'''General info''' — view and edit company info and payment conditions.
+*'''General info''' — view and edit client info and payment conditions.
-*'''Prices''' — the list of prices for the customer.
+*'''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.
 *'''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.

@@ Line 3: / Line 3: @@
 [[File:Rt.png|border|1000px]]
-*To start updating the contact, press '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.
+*To start updating the contact, click '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.
-*To start creating a new contact, press '''"New contact person"'''. It will open the '''<u>[[Create contact person]]</u>''' page.
+*To start creating a new contact, click '''"New contact person"'''. It will open the '''<u>[[Create contact person]]</u>''' page.
-*To delete the client contact from your database, press '''"Delete"'''.
+*To delete the client contact from your database, click '''"Delete"'''.
 <span style="color:red">'''Note:'''</span> You cannot delete contacts involved in recorded projects. But you may deactivate them on the '''<u>[[Update contact person]]</u>''' page.
@@ Line 13: / Line 13: @@
 =='''Other tabs on the page'''==
-*'''General info'''—view and edit company info and payment conditions.
+*'''General info''' — view and edit company info and payment conditions.
-*'''Prices'''—the list of prices for the customer.
+*'''Prices''' — 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.
+*'''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.
+*'''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.
+*'''Project chart''' — here you can see the chart and list of all active projects for the client.

← Older revision		Revision as of 11:53, 11 September 2020
Line 1:		Line 1:
−	~~This tab is available if the client is a '''Company''', not '''Individual'''.~~
−
	On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:		On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:

@@ Line 3: / Line 3: @@
 On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
-[[file:CV contact persons.png|border|1000px]]
+[[File:Rt.png|border|1000px]]
 *To start updating the contact, press '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.