Difference between revisions of "Client view page – Project chart tab"
From Protemos Wiki
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Here you can see the chart and list of all active projects for the client: | Here you can see the chart and list of all active projects for the client: | ||
| − | [[file:Project chart tab.png|border| | + | [[file:Project chart tab.png|border|900px]] |
You can open the necessary project page from the list by clicking on the project name. | You can open the necessary project page from the list by clicking on the project name. | ||
| Line 9: | Line 9: | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info'''—view and edit company info and payment conditions. |
| − | *'''Contact persons''' | + | *'''Contact persons'''—the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | *'''Prices''' | + | *'''Prices'''—the list of prices for the customer. |
| − | *'''Taxes''' | + | *'''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. | 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. | *'''Documents'''—intended for storing any documents related to the client. | ||
Revision as of 15:36, 1 August 2019
Go to the necessary client profile and click the Project chart tab.
Here you can see the chart and list of all active projects for the client:
You can open the necessary project page from the list by clicking on the project name.
Other tabs on the page
- General info—view and edit company info and payment conditions.
- Contact persons—the list of client’s contact persons (available if the client is Company, not Individual).
- Prices—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.
