Difference between revisions of "Client view page – CRM tab"

Latest revision as of 08:24, 30 August 2022

On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:

In the "Client info" section you can view and update the clients status, source, their assignability to projects and quotes, and notes:

In the "Manager" section you can view and update a manager for the client:

In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:

In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:

@@ Line 1: / Line 1: @@
-On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes.
+__FORCETOC__
+=='''General info'''==
-In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes:
+On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:
-[[File:Client info.png|border|1100px]]
+[[File:CRM.png|border|1100px]]
+=='''Client info'''==
-In the "To-dos" section you can view, create and update the client-associated to-dos:
+In the "Client info" section you can view and update the '''<U>[[Clients statuses|clients status]]</U>''', '''<U>[[Clients sources|source]]</U>''', their assignability to projects and quotes, and notes:
+[[File:Client info1.png|border|1100px]]
+==='''Manager'''===
+In the "Manager" section you can view and update a manager for the client:
+[[File:Crm tab - manager.png|border|1100px]]
+=='''To-dos'''==
+In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:
 [[File:Client to-dos.png|border|1100px]]
+=='''Communication history notes'''==
-In the "Communication history notes" section you can view and update the client-associated notes:
+In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:
 [[File:Client chn.png|border|1100px]]