Customer Profile:
For this Navigate to "Customers --- > Customer name ---> Profile" tab. You can edit / delete the customer profile and add informantion in the files section.
1) Profile:
2) Task:
You can view task year and work category wise in the Task tab, you can also export all the data in excel sheet.It will reflect the total time spent on customer's task.(both approved and unapproved)
3) Service:
Here you can update the fees, manager/resource and also you can detach the workcategory from the customer as shown in below screen.
4) Account Summary:
This will show the details of all the bills raised,amount received/payment recorded, and total outstanding. A complete ledger of all the debit and credit amount.
5) Hrs. Spent:
Resource and work category wise hours spent by the team is displayed in this tab.Only the approved hours will be appearing here.
5. Contacts:
This is like a diary where one can save multiple contact details of the client's team for further reference.
7. Email
This tab will reflect all the emails sent to the client from ERPCA right from the Account creation to all other mails regarding tasks and invoices.