Client view page – Documents tab - Revision history

Andrii: /* Other tabs on the page */

2022-10-13T09:54:04Z

‎Other tabs on the page

2022-09-12T14:46:39Z

2022-09-05T08:13:30Z

2020-07-17T06:50:32Z

2019-08-29T14:38:56Z

2019-08-07T13:36:00Z

2019-08-06T12:52:46Z

‎Other tabs on the page

2019-08-06T12:52:07Z

‎Other tabs on the page

2019-08-06T12:51:33Z

2019-08-06T12:50:05Z

@@ Line 11: / Line 11: @@
 *'''General info''' — view and edit company info and payment conditions.
-*'''Contact persons''' — the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
+*'''Contact persons''' — the list of client’s contact persons.
-*'''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.
+*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.
 *'''Project chart''' — here you can see the chart and list of all active projects for the client.

@@ Line 3: / Line 3: @@
 [[File:R1.png|border|1000px]]
-*To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.
+*To delete a file or link to an external file from your database, click '''"Delete"''' in the corresponding row.
-*To start uploading a new file or add links to files, press '''"Upload"''' or '''"Add URLs"''' correspondingly.
+*To start uploading a new file or add links to files, click '''"Upload"''' or '''"Add URLs"''' correspondingly.
 =='''Other tabs on the page'''==

@@ Line 9: / Line 9: @@
 =='''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.
-*'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
+*'''Contact persons''' — the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
-*'''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.
-*'''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.

@@ Line 1: / Line 1: @@
 On this tab you can upload and delete files and links to files related to the client:
-[[file:Client view document tab.png|border|1000px]]
+[[File:R1.png|border|1000px]]
 *To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.

@@ Line 3: / Line 3: @@
 [[file:Client view document tab.png|border|1000px]]
-To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.
+*To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.
-To start uploading a new file or add links to files, press '''"Upload"''' or '''"Add URLs"''' correspondingly.
+*To start uploading a new file or add links to files, press '''"Upload"''' or '''"Add URLs"''' correspondingly.
 =='''Other tabs on the page'''==

← Older revision		Revision as of 12:52, 6 August 2019
Line 16:		Line 16:

	*'''Prices'''—the list of prices for the customer.		*'''Prices'''—the list of prices for the customer.
		+
		+	*'''Project chart'''—here you can see the chart and list of all active projects for the client.

@@ Line 5: / Line 5: @@
 To delete a file or link to an external file from your database, press '''"Delete"''' in the corresponding row.
-To start uploading a new file or add links to files, press '''"Upload files"''' or '''"Add file URLs"''' accordingly.
+To start uploading a new file or add links to files, press '''"Upload"''' or '''"Add URLs"''' accordingly.
 =='''Other tabs on the page'''==