Difference between revisions of "Client view page – Project chart tab"
From Protemos Wiki
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Here you can see the chart and list of all active projects for the client: | Here you can see the chart and list of all active projects for the client: | ||
| − | [[file: | + | [[file:Project chart tab.png|border|1000px]] |
| − | You can open the necessary project page from the list by clicking on the project | + | You can open the necessary project page from the list by clicking on the project name. |
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
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*'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). | *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). | ||
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| + | *'''Prices''' - the list of prices for the customer. | ||
*'''Taxes''' - on this tab, you can create a custom taxes set for this client. | *'''Taxes''' - on this tab, you can create a custom taxes set for this client. | ||
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Here you may also define which taxes set should be applied (whether custom or default one) for this particular 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. |
Revision as of 14:36, 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 name.
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).
- 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.
