Difference between revisions of "Clients"
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[[Import clients from Excel]] | [[Import clients from Excel]] | ||
| − | [[ | + | [[Client view]]: |
| − | [[Client view]] | + | *[[Client view page – General info tab| General info tab]] |
| − | *[[Client view page – | + | *[[Client view page – Contact persons tab| Contact persons tab]] |
| − | *[[Client | + | *[[Client_view_page_–_Client_pools_tab| Client pools tab]] |
| − | *[[Client view page – | + | *[[Client view page – CRM tab| СRM tab]] |
*[[Client view page – Prices tab| Prices tab]] | *[[Client view page – Prices tab| Prices tab]] | ||
| Line 18: | Line 18: | ||
*[[Client view page – Documents tab| Documents tab]] | *[[Client view page – Documents tab| Documents tab]] | ||
| + | |||
| + | [[Client quick links]] | ||
| + | |||
| + | [[Manage client tags]] | ||
[[Update client details]] | [[Update client details]] | ||
| − | [[Client default settings]] | + | [[Client default settings|Client settings]] |
| + | |||
| + | [[Create contact person]] | ||
| + | |||
| + | [[Update contact person]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Create client|New client]]''' | ||
| + | |||
| + | ---- | ||
| + | '''[[Clients receivables list|Receivables]]''' | ||
| + | |||
| + | [[Create receivable]] | ||
| + | ---- | ||
| + | |||
| + | '''[[Client invoices list|Invoices]]''' | ||
| + | |||
| + | [[Clients receivables list#Create invoice|Create client invoices]] | ||
| + | |||
| + | [[Client invoice view]] | ||
| + | |||
| + | [[Update client invoice|Update invoice]] | ||
| + | |||
| + | [[Send client invoice|Send invoice]] | ||
| + | |||
| + | [[Client invoice Discount & Extra charge|Discount & Extra charge]] | ||
| + | |||
| + | [[Write off invoice]] | ||
| + | ---- | ||
| + | '''[[Client payments list|Payments]]''' | ||
| + | |||
| + | [[Create client payment]] | ||
| + | |||
| + | [[Client payment view]] | ||
| + | |||
| + | [[Update client payment]] | ||
| + | |||
| + | [[Delete client payment]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Client contacts]]''' <span style="color:red"> | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Client prices list|Prices]]''' | ||
| + | |||
| + | [[Create client price|Create price]] | ||
| + | |||
| + | [[Update client price|Update price]] | ||
| + | |||
| + | ---- | ||
| + | |||
| + | '''[[Clients tags|Tags]] | ||
| − | + | ---- | |
| − | [[ | + | '''[[Clients statuses|Statuses]] |
| − | + | ---- | |
| − | [[ | + | '''[[Clients sources|Sources]] |
