Client view page – CRM tab

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

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

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

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

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