Difference between revisions of "Client view page – General info tab"
From Protemos Wiki
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[[File:Add tags and client view.png|border|800px]] | [[File:Add tags and client view.png|border|800px]] | ||
| − | *'''<U>[[Client quick links|"Quick links"]]</U>''' | + | *'''<U>[[Client quick links|"Quick links"]]</U>''' — by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance. |
| − | *'''<U>[[Update client details|"Update"]]</U>''' | + | *'''<U>[[Update client details|"Update"]]</U>''' — press it to start editing general information about your client. |
| − | *'''"Delete"''' | + | *'''"Delete"''' — deletes the client. |
| − | *'''<U>[[Manage client tags|"Add tags"]]</U>''' | + | *'''<U>[[Manage client tags|"Add tags"]]</U>''' — allows you to add necessary tags to the client in order to classify or group them etc. |
<span style="color:red"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page. | <span style="color:red"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page. | ||
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[[File:Primary user client.png|border|800px]] | [[File:Primary user client.png|border|800px]] | ||
| − | *'''<U>[[Update client details#General information|"Update"]]</U>''' | + | *'''<U>[[Update client details#General information|"Update"]]</U>''' — 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: | If your client was not invited to the system, you will have the following buttons: | ||
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[[File:PU send.png|border|800px]] | [[File:PU send.png|border|800px]] | ||
| − | *'''"Send invitation"'''' | + | *'''"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: | If your client was invited, but didn't accept the invitation, you will have the following buttons: | ||
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[[File:PU resend.png|border|800px]] | [[File:PU resend.png|border|800px]] | ||
| − | *'''"Resend invitation"'''' | + | *'''"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: | To disable or enable clients access to the account you can by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox: | ||
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[[File:Clset.png|border|1000px]] | [[File:Clset.png|border|1000px]] | ||
| + | =='''Settings'''== | ||
| + | |||
| + | <span style="color:red">Features described below will be available with the forthcoming system release.</span> | ||
| + | |||
| + | To change the default legal entity, currency, payment method and terms, client manager, invoices PDF template, click '''"Update"''' in the '''Settings''' section, and you will open the '''<u>[[Client default settings|Change default settings]]</u>''' page. | ||
| + | |||
| + | [[File:Client default settings.1.png|border|1070px]] | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''Contact persons''' | + | *'''Contact persons''' — the list of client’s contact persons (available if the client is a '''Company''', not '''Individual'''). |
| − | *'''Prices''' | + | *'''Prices''' — the list of prices for the customer. |
| − | *'''Taxes''' | + | *'''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''' | + | *'''Documents''' — intended for storing any documents related to the client. |
| − | *'''Project chart''' | + | *'''Project chart''' — here you can see the chart and list of all active projects for the client. |
[[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''. | ||
Revision as of 15:59, 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:
- "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:
- "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.
Settings
Features described below will be available with the forthcoming system release.
To change the default legal entity, currency, payment method and terms, client manager, invoices PDF template, click "Update" in the 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.
Back to the table of contents.
