Client view page – Contact persons tab

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This tab is available if the client is a Company, not Individual.

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

CV contact persons.png

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

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

To delete the client contact from your database, press "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 company info and payment conditions.
  • 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.
  • Project chart—here you can see the chart and list of all active projects for the client.