Client view page – Prices tab - Revision history

Andrii: /* Other tabs on the page */

2022-10-13T09:48:05Z

‎Other tabs on the page

2022-09-05T13:24:08Z

2022-04-19T14:46:12Z

‎Create specific price

2022-04-19T14:26:26Z

2022-04-19T14:25:50Z

2022-04-19T14:24:24Z

2022-04-19T14:23:53Z

2022-04-19T14:23:42Z

2022-04-11T12:07:46Z

2022-04-11T11:26:40Z

‎Create specific price

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 =='''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.
-*'''Contact persons''' — the list of client’s contact persons (available if the client is '''Company''', not '''Individual''').
+*'''Contact persons''' — the list of client’s contact persons.
-*'''CRM''' — manage client relationship.
+*'''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 24: / Line 24: @@
 [[File:New specific client price.png|border|600px]]
-<span style="color:red"> '''Note:'''</span> All the values that you see in the drop-down lists are defined in the <U>'''[[System|System settings]]'''</U>.
+<span style="color:red"> '''Note:'''</span> All the values that you see in the drop-down lists are defined in the <U>'''[[System settings|System settings]]'''</U>.
 In the same way, you can create prices in various combinations.

@@ Line 28: / Line 28: @@
 In the same way, you can create prices in various combinations.
-*To clone the price, click '''"Clone"''' in the corresponding row, and it will open the '''New price for all clients''' page with copied values. Make changes and create a new price.
+*To clone the price, click '''"Clone"''' in the corresponding row, and it will open the page with copied values. Make changes and create a new price.
 *To update the price, click '''"Update"''' in the corresponding row. It will open the '''<u>[[Update client price]]</u>''' page.

← Older revision		Revision as of 14:26, 19 April 2022
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		+	=='''General information'''==
		+
	On this tab, you can view the list of agreed with the client and general prices, clone, edit or delete them, and create prices associated with a particular client:		On this tab, you can view the list of agreed with the client and general prices, clone, edit or delete them, and create prices associated with a particular client:

← Older revision		Revision as of 14:25, 19 April 2022
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	__FORCETOC__		__FORCETOC__
−	~~=='''General information'''==~~
−
	On this tab, you can view the list of agreed with the client and general prices, clone, edit or delete them, and create prices associated with a particular client:		On this tab, you can view the list of agreed with the client and general prices, clone, edit or delete them, and create prices associated with a particular client:

@@ Line 1: / Line 1: @@
 __FORCETOC__
-==General information==
+=='''General information'''==
 On this tab, you can view the list of agreed with the client and general prices, clone, edit or delete them, and create prices associated with a particular client:

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 [[File:Price list.png|border|1000px]]
 =='''Create specific price'''==
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 *To delete the price from your database, click '''"Delete"''' in the corresponding row.
 =='''Other tabs on the page'''==