Overview

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Overview

In the client manager you have the tab ''Overview''. There you can see the latest actions of a client.

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Note

You can Show/Hide following information in the tab overview

 

➢  Address

➢  Client relationship

➢  Additional fields

➢  Latest notes of the client

➢  The last project, tasks, offers and bills

➢  Open projects, tasks, offers and bills

 

 

 

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In the tab ''View'' you can decide what you'd like to show and hide.

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Like this you receive a beautiful overview over all actions that are related to your client.

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In the end you can of course print the overview.

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