Client view page – Documents tab
From Protemos Wiki
On this tab you can upload and delete files and links to files related to the client:
- To delete a file or link to an external file from your database, click "Delete" in the corresponding row.
- To start uploading a new file or add links to files, click "Upload" or "Add URLs" correspondingly.
Other tabs on the page
- General info — view and edit company 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.
- Project chart — here you can see the chart and list of all active projects for the client.
