Difference between revisions of "Client view page – CRM tab"

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(To-dos)
(To-dos)
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Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:
 
Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:
  
[[File:To-do 1.png|border|600px]]
+
[[File:Create new to-do, crm.1.png|border|1100px]]
  
 
<span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
 
<span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
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You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:  
 
You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:  
  
[[File:To do 2.png|border|900px]]
+
[[File:To-do in crm tab.1.png|border|1100px]]
  
 
Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
 
Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:
  
[[File:1 to-do actions.png|border|900px]]
+
[[File:To-do in crm tab, attachments.1.png|border|1100px]]
  
 
=='''Communication history notes'''==
 
=='''Communication history notes'''==

Revision as of 21:12, 9 December 2024

General info

On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes:

CRM.png

Client info

In the "Client info" section you can view and update the clients status, source, their assignability to projects and quotes, and notes:

Client info1.png

Manager

In the "Manager" section you can view and update a manager for the client:

Crm tab - manager.png

To-dos

In the "To-dos" section you can view, create, update, or delete the client-associated to-dos:

Client to-dos.png

To create a to-do, click the "New to-do" button:

New to-do. crm.png

Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the "Create" button:

Create new to-do, crm.1.png

Note: You can assign a to-do to a manager or to yourself.

You can Complete, Reopen, Cancel, Reassign, Update or Delete the to-do:

To-do in crm tab.1.png

Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:

To-do in crm tab, attachments.1.png

Communication history notes

In the "Communication history notes" section you can view, create, update, or delete the client-associated notes:

Client chn.png