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:

Client profile Doc tab.png

To delete a file or link to an external file from your database, press "Delete" in the corresponding row.

To start uploading a new file or add links to files, press "Upload files" or "Add file URLs" accordingly.

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).
  • 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.

  • Prices - the list of prices for the customer.