Difference between revisions of "Client quick links"

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To do so, open the necessary client profile, then click the '''"Quick links"''' button, and select the item you need to check:
 
To do so, open the necessary client profile, then click the '''"Quick links"''' button, and select the item you need to check:
  
[[File:Quick links client profile.png|border|1200px]]
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[[File:Quick links client profile.png|border|1300px]]

Latest revision as of 11:04, 9 September 2025

This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.

To do so, open the necessary client profile, then click the "Quick links" button, and select the item you need to check:

Quick links client profile.png