Difference between revisions of "Client view"
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| − | *<U>[[Client view page – General info tab|'''General info''']]</U> | + | *<U>[[Client view page – General info tab|'''General info''']]</U> — view and edit company info, primary user, and payment conditions. |
| − | *<U>[[Client view page – Contact persons tab|'''Contact persons''']]</U> | + | *<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'''). |
| − | *<U>[[Client view page – Prices tab|'''Prices''']]</U> | + | *<U>[[Client view page – Prices tab|'''Prices''']]</U> — the list of prices for the customer. |
| − | *<U>[[Client view page – Taxes tab|'''Taxes''']]</U> | + | *<U>[[Client view page – Taxes tab|'''Taxes''']]</U> — 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. |
| − | *<U>[[Client view page – Documents tab|'''Documents''']]</U> | + | *<U>[[Client view page – Documents tab|'''Documents''']]</U> — intended for storing any documents related to the client. |
| − | *<U>[[Client view page – Project chart tab|'''Project chart''']]</U> | + | *<U>[[Client view page – Project chart tab|'''Project chart''']]</U> — here you can see the chart and list of all active projects for the client. |
Revision as of 16:35, 26 July 2022
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.
- 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.
