Difference between revisions of "Client quick links"

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''Client view page – General info tab: [http://cloud.protemos.com/client/view?id=ХХХХ http://cloud.protemos.com/client/view?id=ХХХХ] (replace XXXX with a valid number)''
 
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This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.
 
This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.
  
To do so, press the '''"Quick links"''' button and select the item you need to check up:
+
To do so, open the necessary client profile, then press the '''"Quick links"''' button, and select the item you need to check up:
  
 
[[file:CV quick links.jpg|border|1000px]]
 
[[file:CV quick links.jpg|border|1000px]]

Revision as of 13:57, 23 January 2019

This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.

To do so, open the necessary client profile, then press the "Quick links" button, and select the item you need to check up:

1000px