Difference between revisions of "Client view page – Project chart tab"
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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: | ||
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You can open the necessary project page from the list by clicking on the project name. | You can open the necessary project page from the list by clicking on the project name. | ||
Revision as of 08:53, 17 July 2020
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 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.
