Client view page – Project chart tab

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 client info and payment conditions.

• Contact persons — the list of client’s contact persons.

• Client pools — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.

• CRM — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.

• Price list — 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.