Client view page – General info tab - Revision history

Andrii: /* Settings */

2025-09-13T18:37:26Z

‎Settings

Andrii: /* Settings */

2025-09-13T18:32:46Z

‎Settings

Andrii: /* Other tabs on the page */

2022-10-13T09:18:34Z

‎Other tabs on the page

Andrii: /* Other tabs on the page */

2022-10-13T09:13:37Z

‎Other tabs on the page

Andrii: /* Primary user */

2022-10-13T09:09:47Z

‎Primary user

Andrii: /* Primary user */

2022-10-13T09:03:34Z

‎Primary user

Andrii at 14:38, 12 September 2022

2022-09-12T14:38:45Z

Andrii: /* Client details */

2022-08-16T08:54:32Z

‎Client details

Andrii: /* Settings */

2022-08-16T08:49:47Z

‎Settings

Andrii: /* Client details */

2022-08-16T08:45:19Z

‎Client details

@@ Line 59: / Line 59: @@
 To change the default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Client default settings|Change settings]]</u>''' page.
-[[File:Client settings section v2.0.png|border|1070px]]
+[[File:Client settings section v2.0.1.png|border|1070px]]
 =='''Other tabs on the page'''==

@@ Line 57: / Line 57: @@
 =='''Settings'''==
-To change the default legal entity, currency, payment method and terms, client manager, invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Client default settings|Change settings]]</u>''' page.
+To change the default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Client default settings|Change settings]]</u>''' page.
-[[File:Client default settings.1.png|border|1070px]]
+[[File:Client settings section v2.0.png|border|1070px]]
 =='''Other tabs on the page'''==

@@ Line 63: / Line 63: @@
 =='''Other tabs on the page'''==
-*'''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.
 *'''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.

@@ Line 65: / Line 65: @@
 *'''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.
+*'''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 51: / Line 51: @@
 *'''"Resend invitation"'''' — you may resend the invitation to the client by clicking this button.
-To disable or enable clients access to the account you can by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:
+You can disable or enable the client's access to the account by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:
 [[File:Primary user client 2.png|border|470px]]

@@ Line 35: / Line 35: @@
 In this section you can view and edit basic information about the primary user:
-[[File:Primary user client.png|border|800px]]
+[[File:Client profile, primary user section.1.png|border|1070px]]
 *'''[[Update client details#General information|"<U>Update</U>"]]''' — click it to start editing general information about the client's primary user.

@@ Line 23: / Line 23: @@
 *'''"[[Client quick links|<U>Quick links</U>]]"''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.
-*'''"[[Update client details|<U>Update</U>]]"''' — press it to start editing general information about your client.
+*'''"[[Update client details|<U>Update</U>]]"''' — click it to start editing general information about your client.
 *'''"Delete"''' — deletes the client.
@@ Line 37: / Line 37: @@
 [[File:Primary user client.png|border|800px]]
-*'''[[Update client details#General information|"<U>Update</U>"]]''' — press it to start editing general information about the client's primary user.
+*'''[[Update client details#General information|"<U>Update</U>"]]''' — click it to start editing general information about the client's primary user.
 If your client was not invited to the system, you will have the following buttons:
@@ Line 43: / Line 43: @@
 [[File:PU send.png|border|800px]]
-*'''"Send invitation"'''' — you may send the invitation to the client by pressing this button (the button is available if you haven't sent the invitation yet).
+*'''"Send invitation"'''' — you may send the invitation to the client by clicking this button (the button is available if you haven't sent the invitation yet).
 If your client was invited, but didn't accept the invitation, you will have the following buttons:
@@ Line 49: / Line 49: @@
 [[File:PU resend.png|border|800px]]
-*'''"Resend invitation"'''' — you may resend the invitation to the client by pressing this button.
+*'''"Resend invitation"'''' — you may resend the invitation to the client by clicking this button.
 To disable or enable clients access to the account you can by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:

@@ Line 21: / Line 21: @@
 [[File:Client profile, general info tab+.png|border|1070px]]
-*'''[[Client quick links|"<U>Quick links</U>"]]''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.
+*'''"[[Client quick links|<U>Quick links</U>]]"''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.
-*'''[[Update client details|"<U>Update</U>"]]''' — press it to start editing general information about your client.
+*'''"[[Update client details|<U>Update</U>]]"''' — press it to start editing general information about your client.
 *'''"Delete"''' — deletes the client.
-*'''[[Manage client tags|"<U>Add tags</U>"]]''' — allows you to add necessary tags to the client in order to classify or group them etc.
+*'''"[[Manage client tags|<U>Add tags</U>]]"''' — allows you to add necessary tags to the client in order to classify or group them etc.
-<span style="color:red"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page.
+<span style="color:orange"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page.
 =='''Primary user'''==

@@ Line 19: / Line 19: @@
 In the '''General info''' tab, you can view and edit basic info about the client, add necessary tags, follow the client-related objects by using the Quick links option, and create a quote or project for this client:
-[[File:Add tags and client view.png|border|900px]]
+[[File:Client profile, general info tab+.png|border|1070px]]
 *'''[[Client quick links|"<U>Quick links</U>"]]''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.