Difference between revisions of "Client view page – Project chart tab"
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| + | <span style="color:red">This feature is temporarily unavailable.</span> | ||
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Go to the necessary client profile and click the '''Project chart''' tab. | Go to the necessary client profile and click the '''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. |
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| + | *'''Contact persons''' — the list of client’s contact persons. | ||
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| + | *'''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''' | + | *'''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''' | + | *'''Documents''' — intended for storing any documents related to the client. |
Latest revision as of 15:27, 22 December 2023
This feature is temporarily unavailable.
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.
