Difference between revisions of "Client view"
From Protemos Wiki
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*<U>[[Client view page – General info tab|'''General info''']]</U>—view and edit company info, primary user, and payment conditions. | *<U>[[Client view page – General info tab|'''General info''']]</U>—view and edit company info, primary user, and payment conditions. | ||
| − | *'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual'''). | + | *<U>[[Client view page – Contact persons tab'''Contact persons''']]</U>—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual'''). |
*'''Prices'''—the list of prices for the customer. | *'''Prices'''—the list of prices for the customer. | ||
Revision as of 13:02, 1 August 2019
This page is intended for viewing and entering various client data and has the following tabs:
- General info—view and edit company info, primary user, and payment conditions.
- Client view page – Contact persons tab'''Contact persons'''—the list of client’s contact persons (available if the client is a Company, not Individual).
- Prices—the list of prices for the customer.
- Taxes—on this tab you can create the 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.
- Project chart—here you can see the chart and list of all active projects for the client.
