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Create the page "Client view page" on this wiki! See also the search results found.
Page title matches
- — Edit basic info about the client (e.g. name, address, status etc.). — Monitor client-related projects, receivables, invoices, and payments.4 KB (575 words) - 12:18, 13 October 2022
- On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts: ...nding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.2 KB (257 words) - 12:40, 13 October 2022
- ...clone, edit or delete them, and create prices associated with a particular client: ...r client, click '''"New price"'''. It will open the '''New client price''' page.3 KB (414 words) - 12:48, 13 October 2022
- Go to the necessary client profile and click the '''"Taxes"''' tab. On this tab you can create a custom taxes set for this client.2 KB (292 words) - 12:51, 13 October 2022
- On this tab you can upload and delete files and links to files related to the client: =='''Other tabs on the page'''==1 KB (201 words) - 12:54, 13 October 2022
- On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes: =='''Client info'''==958 bytes (139 words) - 09:24, 30 August 2022
- ...lient is added to and managers who have access to this client based on the client pools settings. [[File:Client view page - client pools tab.png|border|1070px]]2 KB (355 words) - 12:45, 13 October 2022
- 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:1 KB (188 words) - 16:27, 22 December 2023
Page text matches
- ''Projects page: [http://cloud.protemos.com/project/index/ http://cloud.protemos.com/projec On the '''Projects''' page you can:6 KB (895 words) - 10:19, 10 April 2023
- On the '''Files''' tab of the '''Project''' page you can: This part of the page is intended for uploading input files of the project, i.e. the files you re6 KB (1,032 words) - 12:10, 6 September 2022
- On the '''Details''' tab of the project page, you can: ...s page, you also can: complete, cancel, save as a template, clone, delete, view project history, add tags:3 KB (509 words) - 10:33, 7 September 2022
- [[Client view]]: *[[Client view page – General info tab| General info tab]]1 KB (200 words) - 10:36, 22 December 2023
- It will open the '''<u>[[Create job|New job]]</u>''' page. ...|the necessary job]]</u>''' from the list or go to the '''<u>[[Vendor view page, General tab|vendor profile]]</u>''' right from this tab by clicking on the3 KB (459 words) - 10:34, 7 September 2022
- — Add receivables from your client. — View payables to your vendor.6 KB (902 words) - 10:34, 7 September 2022
- This is the summary of how much your client will pay you. ...nter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.9 KB (1,540 words) - 18:03, 16 December 2022
- You can add payables on a job page. ...ou click '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.9 KB (1,445 words) - 17:50, 19 September 2022
- ''Jobs list page: [http://cloud.protemos.com/job/index/ http://cloud.protemos.com/job/index] On the '''Jobs''' page you can:6 KB (918 words) - 11:07, 7 September 2022
- ''Clients receivables page: [http://cloud.protemos.com/project-receivable/index/ cloud.protemos.com/pr On this page you can:5 KB (845 words) - 15:44, 9 February 2023
- [[File:Client invoice page (more actions)+.png|border|1070px]] ...nvoice|Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the9 KB (1,487 words) - 16:19, 9 November 2022
- [[File:Send client invoice button.png|border|1000px]] ...g you to the '''Send invoice''' page where you can edit the message to the client before sending your invoice:2 KB (331 words) - 17:05, 7 September 2022
- ...page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]'' On this page you can:3 KB (523 words) - 17:09, 7 September 2022
- ...[http://cloud.protemos.com/client-payment/index/ http://cloud.protemos.com/client-payment/index]'' On this page you can:3 KB (499 words) - 17:11, 7 September 2022
- ...http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]'' ...''' page which is intended for recording the payment you received from the client.2 KB (245 words) - 12:25, 13 November 2023
- On this page you can: — View the payment details.3 KB (412 words) - 17:20, 15 December 2022
- Click '''"Update"''' to go to the '''Update payment details''' page: ...method''', '''Paid at''', '''Amount''', '''Currency''', '''Note''', '''PDF page size and orientation''':655 bytes (106 words) - 14:33, 8 September 2022
- [[File:Vendor invoice view.png|border|1070px]] ...— clicking this button opens the '''<u>[[Update vendor invoice]]</u>''' page where you can edit the invoice.7 KB (1,150 words) - 18:21, 7 November 2022
- ''Vendor payments list page: [http://cloud.protemos.com/vendor-payment/index/ http://cloud.protemos.com On this page you can:4 KB (617 words) - 11:57, 12 September 2022
- ...nts list page: [http://cloud.protemos.com/client/index/ cloud.protemos.com/client/index]'' On this page, you can:5 KB (748 words) - 12:25, 14 October 2022
