Difference between revisions of "Client view page – General info tab"

Revision as of 15:43, 26 July 2022

On this tab you can:

— Edit basic info about the client (e.g. name, address, status etc.).

— Monitor client-related projects, receivables, invoices, and payments.

— Manage client's tags.

— Delete the client.

— Check the availability of risk assessment information.

— Edit client’s default settings.

— Go to other tabs of the client.

Client details

In the General info section you can view and edit basic info about the client, add necessary tags and follow the client-related objects by using the Quick links option:

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• "Quick links"—by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.

• "Update"—press it to start editing general information about your client.

• "Delete"—deletes the client.

• "Add tags"—allows you to add necessary tags to the client in order to classify or group them etc.

Note: You cannot delete clients with recorded projects. But you may deactivate the client on the Update client details page.

Primary user

In this section you can view and edit basic information about the primary user:

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• "Update" —press it to start editing general information about the client's primary user.

If your client was not invited to the system, you will have the following buttons:

• "Send invitation"'—you may send the invitation to the client by pressing this button (the button is available if you haven't sent the invitation yet).

If your client was invited, but didn't accept the invitation, you will have the following buttons:

• "Resend invitation"'—you may resend the invitation to the client by pressing this button.

To disable or enable clients access to the account you can by clicking the "Update" button and unmarking the "Can log in" checkbox:

Settings

To change the default legal entity, currency, payment conditions, responsible manager, invoices common note, and locale of invoices, press "Update" in the Default settings section, and you will open the Change default settings page.

Other tabs on the page

• Contact persons—the list of client’s contact persons (available if the client is a Company, not Individual).

• Prices—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.

• Project chart—here you can see the chart and list of all active projects for the client.

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