Difference between revisions of "Client quick links"

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''Client view page – General info tab: [http://cloud.protemos.com/client/view?id=ХХХХ http://cloud.protemos.com/client/view?id=ХХХХ] (replace XXXX with a valid number)''
 
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This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.
 
This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.
  
To do so, press the '''"Quick links"''' button and select the item you need to check up:
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To do so, open the necessary client profile, then click the '''"Quick links"''' button, and select the item you need to check:
  
[[file:CV quick links.jpg|border|1000px]]
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[[File:2020-07-17 095554.png|border|1000px]]

Latest revision as of 11:51, 23 September 2022

This option allows you to monitor and verify all the client-related projects, receivables, invoices, and payments with just a few clicks.

To do so, open the necessary client profile, then click the "Quick links" button, and select the item you need to check:

2020-07-17 095554.png