Client view page – CRM tab
From Protemos Wiki
On this tab you can view and update the client status, manage client-associated to-dos, and manage communication history notes.
In the "Client info" section you can view and update the client status, their assignability to projects and quotes, and notes:
In the "tO-DOS" section you can view, create, or update the client to-dos:
In the "communication history notes" section you can view and update the client status, their assignability to projects and quotes, and notes:
