Client details

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Client details

You have three different options in order to get to the Client Details: via double click on a client, via right click on a client and the sample "Edit" in the context menu (Pic. 1) or through the button ''Edit'' in the client management (Pic. 2).

kundendaten_bearbeiten_option_rechtsklick

(picture 1)

kundendaten_button_bearbeiten

(picture 2)

Dialog ''Client''

kundendaten_ansicht_reiter

In the following chapters the tabs in the menu ''Client details'' will be presented

Contacts

Notes

Projects

Tasks

Times

Activity Report

Documents

Reimbursables

Invoices

Quotes

General

Additional Info

Overview