Difference between revisions of "Client view page – Project chart tab"
From Protemos Wiki
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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. | ||
| − | Here you can see the chart and list of all projects | + | Here you can see the chart and list of all active projects for the client: |
[[file:Ven aval Chart.png|border|1000px]] | [[file:Ven aval Chart.png|border|1000px]] | ||
| − | You can open the necessary | + | You can open the necessary project page from the list by clicking on the project code. |
[[file:VA codes.png|border|1000px]] | [[file:VA codes.png|border|1000px]] | ||
Revision as of 14:32, 1 August 2019
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 code.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
- 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.
- Prices - the list of prices for the customer.
