9. Client Area

9.1.1 How to manage client projects? 1. You can Find Projects on the Left side of the page. Once clicked, you can  view  all the project details for the client. 2. Click the project you want to see. 2.1 Tab Summary  displayed all details of th...

9.2.1 How to manage client invoices? 1. You can find Invoices on the Left  side 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 download us...

9.3.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left side 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 Dec...

9.4.1 How to create/manage client tickets? 1. You can find Tickets on the  Left  side of the page. 2. All tickets are displayed here. To see the tickets in the kanban view click on the "Kanban View" (1) icon. 3. To Create a New Ticket, click on...

9.5.1 How to manage client quotations? 1. You can find Quotations on the Left  side 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 reque...

9.6.1 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".