Difference between revisions of "Client view page – Documents tab"
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| − | + | On this tab you can upload and delete files and links to files related to the client: | |
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| + | [[File:R1.png|border|1000px]] | ||
| + | *To delete a file or link to an external file from your database, click '''"Delete"''' in the corresponding row. | ||
| − | + | *To start uploading a new file or add links to files, click '''"Upload"''' or '''"Add URLs"''' correspondingly. | |
| − | + | =='''Other tabs on the page'''== | |
| − | + | *'''General info''' — view and edit company info and payment conditions. | |
| − | + | *'''Contact persons''' — the list of client’s contact persons. | |
| + | |||
| + | *'''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. |
| − | ''' | + | *'''Project chart''' — here you can see the chart and list of all active projects for the client. |
Latest revision as of 12:54, 13 October 2022
On this tab you can upload and delete files and links to files related to the client:
- To delete a file or link to an external file from your database, click "Delete" in the corresponding row.
- To start uploading a new file or add links to files, click "Upload" or "Add URLs" correspondingly.
Other tabs on the page
- General info — view and edit company info and payment conditions.
- Contact persons — the list of client’s contact persons.
- 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.
- Project chart — here you can see the chart and list of all active projects for the client.
