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

Revision as of 13:26, 2 August 2021

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

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

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 6: / Line 6: @@
-In the "To-dos" section you can view, create and update the client-associated 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]]
-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]]