The "Client details" page gathers informations about the whole activity regarding a certain client and presents both the updated situation of the client (latest visits, offers, orders, contracts, etc.) and the client's history (all visits, all offers, orders, contracts, payments, etc.).
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![[Note]](images/note.png)
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Access |
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Clients -> Search clients -> Client details -> Latest offer (print version) or Clients -> Search -> Client details -> All offers |
In the same section you can add a new offer to the client (the "Add offer" button).
If you choose to consult the client's offers history, the system displays the complete list of all offers sent to the client, with links to each element of every offer.
For each offer in the list, there is a direct link to:
the print version
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www.nemesisit.ro |
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Chapter 7. Add Offer |