Client view page – Primary user tab

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On this tab, you can view and edit client's primary contact details.

To start editing the client’s primary contact, press "Update":

CV primary user.jpg

It will open the Update client details page.

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.