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| − | On this tab you can:
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| − | — Edit basic info about the client (e.g. name, address, status etc.).
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| − | — Monitor client-related projects, receivables, invoices, and payments.
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| − | — Manage client's tags.
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| − | — Delete the client.
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| − | — Check the availability of risk assessment information.
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| − | — Edit client’s default settings.
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| − | — Go to other tabs of the client.
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| − | =='''lient details'''==
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| − | In the General info section you can view and edit basic info about the client, add necessary tags and follow the client-related objects by using the Quick links option:
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| − | [[File:Add tags and client view.png|border|800px]]
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| − | *'''<U>[[Client quick links|"Quick links"]]</U>'''—by using this option, you can check all the client-related projects, receivables, invoices, and payments at a glance.
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| − | *'''<U>[[Update client details|"Update"]]</U>'''—press it to start editing general information about your client.
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| − | *'''"Delete"'''—deletes the client.
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| − | *'''<U>[[Manage client tags|"Add tags"]]</U>'''—allows you to add necessary tags to the client in order to classify or group them etc.
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| − | <span style="color:red"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page.
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| − | =='''Primary user==
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| − | In this section you can view and edit basic information about the primary user:
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| − | [[File:Primary user client.png|border|800px]]
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| − | *'''<U>[[Update client details#General information|"Update"]]</U>''' —press it to start editing general information about the client's primary user.
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| − | If your client was not invited to the system, you will have the following buttons:
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| − | [[File:PU send.png|border|800px]]
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| − | *'''"Send invitation"''''—you may send the invitation to the client by pressing this button (the button is available if you haven't sent the invitation yet).
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| − | If your client was invited, but didn't accept the invitation, you will have the following buttons:
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| − | [[File:PU resend.png|border|800px]]
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| − | *'''"Resend invitation"''''—you may resend the invitation to the client by pressing this button.
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| − | To disable or enable clients access to the account you can by clicking the '''"Update"''' button and unmarking the '''"Can log in"''' checkbox:
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| − | [[File:Primary user client 2.png|border|470px]]
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| − | =='''Settings'''==
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| − | To change the default legal entity, currency, payment conditions, responsible manager, invoices common note, and locale of invoices, press '''"Update"''' in the '''Default settings''' section, and you will open the '''<u>[[Client default settings|Change default settings]]</u>''' page.
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| − | [[File:Clset.png|border|1000px]]
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| − | =='''Other tabs on the page'''==
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| − | *'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
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| − | *'''Prices'''—the list of prices for the customer.
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| − | *'''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.
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| − | *'''Documents'''—intended for storing any documents related to the client.
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| − | *'''Project chart'''—here you can see the chart and list of all active projects for the client.
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| − | [[File:Redirect.jpg|40px|link=Client view page – General info tab]] Back to the '''table of contents'''.
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