Client file

The client file opens in a window with the button in the client list, and from any other module by clicking the client name.

The file is a screen with widgets that you can customize in the same way as the home screen (dashboard). Which widgets are visible depends on the user's permissions and on the modules in the license.

The default layout is:

• Group 1 – client information, recorded timesheets, information about overdue invoices (if there is a link to your accounting system).
• Group 2 – lists in separate tabs: Tasks, Timesheets, Invoices, Sent mail, Engagements. The “Sent mail” tab is under development.
• Group 3 – Employees, Client sites.
• Group 4 – Files and history.

If you do not see a group, scroll down the page.

Client employees are managed from group 3.