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 view document 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" or "Add URLs" correspondingly.

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 a 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.
  • Project chart—here you can see the chart and list of all active projects for the client.