Difference between revisions of "Clients"
From Protemos Wiki
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[[Client view]]: | [[Client view]]: | ||
| − | *[[Client view page – General tab| General tab]] | + | *[[Client view page – General info tab| General info tab]] |
*[[Client view page – Contact persons tab| Contact persons tab]] | *[[Client view page – Contact persons tab| Contact persons tab]] | ||
| + | |||
| + | *[[Client_view_page_–_Client_pools_tab| Client pools tab]] | ||
| + | |||
| + | *[[Client view page – CRM tab| СRM tab]] | ||
*[[Client view page – Prices tab| Prices tab]] | *[[Client view page – Prices tab| Prices tab]] | ||
| Line 15: | Line 19: | ||
*[[Client view page – Documents tab| Documents tab]] | *[[Client view page – Documents tab| Documents tab]] | ||
| − | [[Client quick links]] | + | [[Client quick links]] |
[[Manage client tags]] | [[Manage client tags]] | ||
| Line 21: | Line 25: | ||
[[Update client details]] | [[Update client details]] | ||
| − | [[Client default settings]] | + | [[Client default settings|Client settings]] |
[[Create contact person]] | [[Create contact person]] | ||
| Line 34: | Line 38: | ||
'''[[Clients receivables list|Receivables]]''' | '''[[Clients receivables list|Receivables]]''' | ||
| − | [[ | + | [[Create receivable]] |
---- | ---- | ||
| Line 43: | Line 47: | ||
[[Client invoice view]] | [[Client invoice view]] | ||
| − | [[ Update client invoice|Update invoice]] | + | [[Update client invoice|Update invoice]] |
[[Send client invoice|Send invoice]] | [[Send client invoice|Send invoice]] | ||
| − | [[Client invoice Discount & Extra charge | + | [[Client invoice Discount & Extra charge|Discount & Extra charge]] |
[[Write off invoice]] | [[Write off invoice]] | ||
| Line 53: | Line 57: | ||
'''[[Client payments list|Payments]]''' | '''[[Client payments list|Payments]]''' | ||
| − | [[ | + | [[Create client payment]] |
[[Client payment view]] | [[Client payment view]] | ||
| − | [[ | + | [[Update client payment]] |
| + | |||
| + | [[Delete client payment]] | ||
---- | ---- | ||
| Line 65: | Line 71: | ||
---- | ---- | ||
| − | '''[[ | + | '''[[Client prices list|Prices]]''' |
[[Create client price|Create price]] | [[Create client price|Create price]] | ||
| − | [[ | + | [[Update client price|Update price]] |
---- | ---- | ||
'''[[Clients tags|Tags]] | '''[[Clients tags|Tags]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Clients statuses|Statuses]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Clients sources|Sources]] | ||
