Difference between revisions of "Client view"
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| + | This page is intended for viewing and entering various client data and has the following tabs: | ||
| − | + | [[File:Client profile tabs.png|border|1070px]] | |
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| + | *<U>[[Client view page – General info tab|'''General info''']]</U> — view and edit company info, primary user, and payment conditions; | ||
| − | [[ | + | *<U>[[Client view page – Contact persons tab|'''Contact persons''']]</U> — the list of client’s contact persons; |
| − | *''' | + | *<U>[[Client view page – Client pools tab|'''Client pools''']]</U> — 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; |
| − | *''' | + | *<U>[[Client view page – CRM tab|'''CRM''']]</U> — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes; |
| − | *''' | + | *<U>[[Client view page – Prices tab|'''Prices list''']]</U> — the list of prices for the customer; |
| − | *''' | + | *<U>[[Client view page – Taxes tab|'''Taxes''']]</U> — on this tab, you can create the 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; |
| − | *''' | + | *<U>[[Client view page – Documents tab|'''Documents''']]</U> — intended for storing any documents related to the client; |
| − | *''' | + | *<U>[[Client view page – Project chart tab|'''Project chart''']]</U> — here you can see the chart and list of all active projects for the client. |
Latest revision as of 09:43, 14 October 2022
This page is intended for viewing and entering various client data and has the following tabs:
- General info — view and edit company info, primary user, 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;
- Prices list — the list of prices for the customer;
- Taxes — on this tab, you can create the 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.
