10.1 Client Proposals
10.1.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left and Top of the page: 2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or...
10.2 Client Quotes
10.2.1 How to manage client quotations? 1. You can find Quotations on the Left and Top of the page: 2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the...
10.3 Client Projects
10.3.1 How to manage client projects? 1. You can Find Projects on the Left side and Top of the page. 2. Once clicked, you can view all the project details for the client. 3. Click the project you want to see. 3.1 Tab Summary displayed al...
10.4 Client Invoices
10.4.1 How to manage client invoices? 1. You can find Invoices on the Left and Top of the page. 2. Once clicked, you can View all the details of the Invoice for the client. 3. Click on an Invoice for further details . 4. You can downl...
10.5 Client Tickets
10.5.1 How to create/manage client tickets? 1. You can find Tickets on the Left and Top of the page. 2. All tickets are displayed here. To Create a New Ticket, click " +". 3. Fill in all the details and click Add. 4. Please Note that yo...
10.6 Appointments
10.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on Confirm.
