Client view page – Project chart tab
From Protemos Wiki
Go to the necessary client profile and click the Project chart tab.
Here you can see the chart and list of all active projects for the client:
You can open the necessary project page from the list by clicking on the project name.
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.
- Documents—intended for storing any documents related to the client.