Client view page – Contact persons tab

On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:

• To start updating the contact, click "Update" in the corresponding contact row. It will open the Update contact person page.

• To start creating a new contact, click "New contact person". It will open the Create contact person page.

• To delete the client contact from your database, click "Delete".

Note: You cannot delete contacts involved in recorded projects. But you may deactivate them on the Update contact person page.

Other tabs on the page

• General info — view and edit client info and payment conditions.

• 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.

• 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.