Difference between revisions of "Clients"
From Protemos Wiki
| (9 intermediate revisions by 4 users not shown) | |||
| Line 8: | Line 8: | ||
*[[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 14: | Line 18: | ||
*[[Client view page – Documents tab| Documents tab]] | *[[Client view page – Documents tab| Documents tab]] | ||
| − | |||
| − | |||
[[Client quick links]] | [[Client quick links]] | ||
| Line 23: | Line 25: | ||
[[Update client details]] | [[Update client details]] | ||
| − | [[Client default settings]] | + | [[Client default settings|Client settings]] |
[[Create contact person]] | [[Create contact person]] | ||
| Line 49: | Line 51: | ||
[[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 59: | Line 61: | ||
[[Client payment view]] | [[Client payment view]] | ||
| − | [[ | + | [[Update client payment]] |
| + | |||
| + | [[Delete client payment]] | ||
---- | ---- | ||
| Line 67: | Line 71: | ||
---- | ---- | ||
| − | '''[[ | + | '''[[Client prices list|Prices]]''' |
[[Create client price|Create price]] | [[Create client price|Create price]] | ||
| Line 76: | Line 80: | ||
'''[[Clients tags|Tags]] | '''[[Clients tags|Tags]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Clients statuses|Statuses]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Clients sources|Sources]] | ||
