Client view

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Client view page:ХХХХ (replace XXXX with a valid number)

This page is intended for viewing and entering various client data and has the following tabs:

CPV Tabs.jpg

  • General info - view and edit company info and payment conditions.
  • Primary user - the first contact person of the client.
  • 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 the 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.