Client view page – Project chart tab

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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:

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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.