Difference between revisions of "Client view page – Project chart tab"
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info''' — view and edit client info and payment conditions. |
| − | *'''Contact persons''' | + | *'''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. |
| − | *''' | + | *'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes. |
| − | *'''Documents''' | + | *'''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. | ||
Revision as of 11:55, 13 October 2022
Go to the necessary client profile and click the Project chart tab.
Here you can see the chart and list of all active projects for the client:
You can open the necessary project page from the list by clicking on the project name.
Other tabs on the page
- General info — view and edit client info and payment conditions.
- 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.
- 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.
