Difference between revisions of "Client view page – Client pools tab"
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=='''Client pools'''== | =='''Client pools'''== | ||
| − | In this section, you can see the list of client pools the client is added to | + | In this section, you can see the list of client pools the client is added to and how many managers and clients are added to these pools: |
[[File:Client view page - client pools tab (client pools).png|border|1070px]] | [[File:Client view page - client pools tab (client pools).png|border|1070px]] | ||
| − | + | Click the numbers in the table to see the lists of assigned managers and clients added to the pool(s). To open the client pool page, click the needed pool's name. | |
You can also see the list of managers who have access to this client based on the client pools settings: | You can also see the list of managers who have access to this client based on the client pools settings: | ||
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[[File:Client pools tab (managers).png|border|1070px]] | [[File:Client pools tab (managers).png|border|1070px]] | ||
| − | ==='''Add | + | To open the '''<U>[[Update_manager|Manager details]]</U>''' page, click the necessary manager's name. |
| + | |||
| + | ==='''Add clients to client pool'''=== | ||
To add or remove the client from the other pools, click '''"Update"''': | To add or remove the client from the other pools, click '''"Update"''': | ||
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The client will be added to the selected pools, and they will be displayed in the list. | The client will be added to the selected pools, and they will be displayed in the list. | ||
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| + | For more info, please see [[Client_pools|'''<U>Client pools</U>''']] page. | ||
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| + | =='''Other tabs on the page'''== | ||
| + | |||
| + | *'''General info''' — view and edit client info and payment conditions. | ||
| + | |||
| + | *'''Contact persons''' — the list of client’s contact persons. | ||
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| + | *'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes. | ||
| + | |||
| + | *'''Price list''' — the list of prices for the customer. | ||
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| + | *'''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. | ||
| + | |||
| + | *'''Project chart''' — here you can see the chart and list of all active projects for the client. | ||
Latest revision as of 11:45, 13 October 2022
General info
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.
Client pools
In this section, you can see the list of client pools the client is added to and how many managers and clients are added to these pools:
.png)
Click the numbers in the table to see the lists of assigned managers and clients added to the pool(s). To open the client pool page, click the needed pool's name.
You can also see the list of managers who have access to this client based on the client pools settings:
.png)
To open the Manager details page, click the necessary manager's name.
Add clients to client pool
To add or remove the client from the other pools, click "Update":
.png)
Tick the needed pools and click "Update":
.png)
The client will be added to the selected pools, and they will be displayed in the list.
For more info, please see Client pools page.
Other tabs on the page
- General info — view and edit client info and payment conditions.
- Contact persons — the list of client’s contact persons.
- CRM — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.
- Price list — 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.
- 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.
