Client view page – Project chart tab - Revision history

Andrii at 13:27, 22 December 2023

2023-12-22T13:27:24Z

Andrii: /* Other tabs on the page */

2022-10-13T09:55:39Z

‎Other tabs on the page

Aleksandra.d at 06:53, 17 July 2020

2020-07-17T06:53:44Z

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

2019-08-07T13:36:37Z

‎Other tabs on the page

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

2019-08-01T12:36:51Z

‎Other tabs on the page

Anatoly.k at 12:36, 1 August 2019

2019-08-01T12:36:38Z

Anatoly.k at 12:36, 1 August 2019

2019-08-01T12:36:00Z

Anatoly.k at 12:32, 1 August 2019

2019-08-01T12:32:20Z

Anatoly.k at 12:29, 1 August 2019

2019-08-01T12:29:30Z

Anatoly.k: Created page with " =='''Other tabs on the page'''== '''General info''' - view and edit company info and payment conditions. '''Contact persons''' - the list of client’s contact persons..."

2019-08-01T12:20:42Z

Created page with " =='''Other tabs on the page'''== *'''General info''' - view and edit company info and payment conditions. *'''Contact persons''' - the list of client’s contact persons..."

New page

=='''Other tabs on the page'''==

*'''General info''' - view and edit company info and payment conditions.

*'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual''').

*'''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.

*'''Prices''' - the list of prices for the customer.

← Older revision		Revision as of 13:27, 22 December 2023
Line 1:		Line 1:
		+	<span style="color:red">This feature is temporarily unavailable.</span>
		+
	Go to the necessary client profile and click the '''Project chart''' tab.		Go to the necessary client profile and click the '''Project chart''' tab.

@@ Line 9: / Line 9: @@
 =='''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 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.
-*'''Documents'''—intended for storing any documents related to the client.
+*'''Price list''' — the list of prices for the customer.

@@ Line 3: / Line 3: @@
 Here you can see the chart and list of all active projects for the client:
-[[file:Project chart tab.png|border|900px]]
+[[File:F2.png|border|900px]]
 You can open the necessary project page from the list by clicking on the project name.

@@ Line 15: / Line 15: @@
 *'''Prices'''—the list of prices for the customer.
-*'''Taxes'''—on this tab, you can create a custom taxes set for this 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.

@@ 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 '''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.

@@ Line 3: / Line 3: @@
 Here you can see the chart and list of all active projects for the client:
-[[file:Ven aval Chart.png|border|1000px]]
+[[file:Project chart tab.png|border|1000px]]
-You can open the necessary project page from the list by clicking on the project code.
+You can open the necessary project page from the list by clicking on the project name.
 =='''Other tabs on the page'''==
@@ Line 14: / Line 12: @@
 *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual''').
 *'''Taxes''' - on this tab, you can create a custom taxes set for this client.
@@ Line 19: / Line 19: @@
 Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
-*'''Prices''' - the list of prices for the customer.
+*'''Documents'''—intended for storing any documents related to the client.

@@ Line 1: / Line 1: @@
 Go to the necessary client profile and click the '''Project chart''' tab.
-Here you can see the chart and list of all projects in the '''Active''' status for the client:
+Here you can see the chart and list of all active projects for the client:
 [[file:Ven aval Chart.png|border|1000px]]
-You can open the necessary job or project page from the list by clicking on the job code\job name or project code respectively:
+You can open the necessary project page from the list by clicking on the project code.
 [[file:VA codes.png|border|1000px]]

← Older revision		Revision as of 12:29, 1 August 2019
Line 1:		Line 1:
		+	Go to the necessary client profile and click the '''Project chart''' tab.

		+	Here you can see the chart and list of all projects in the '''Active''' status for the client:

		+	[[file:Ven aval Chart.png\|border\|1000px]]

		+	You can open the necessary job or project page from the list by clicking on the job code\job name or project code respectively:
		+
		+	[[file:VA codes.png\|border\|1000px]]

	=='''Other tabs on the page'''==		=='''Other tabs on the page'''==

Client view page – Project chart tab - Revision history

Andrii at 13:27, 22 December 2023

Andrii: /* Other tabs on the page */

Aleksandra.d at 06:53, 17 July 2020

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

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

Anatoly.k at 12:36, 1 August 2019

Anatoly.k at 12:36, 1 August 2019

Anatoly.k at 12:32, 1 August 2019

Anatoly.k at 12:29, 1 August 2019

Anatoly.k: Created page with " =='''Other tabs on the page'''== *'''General info''' - view and edit company info and payment conditions. *'''Contact persons''' - the list of client’s contact persons..."

Anatoly.k: Created page with " =='''Other tabs on the page'''== '''General info''' - view and edit company info and payment conditions. '''Contact persons''' - the list of client’s contact persons..."