• Accounting CRM

Accounting CRM: Related Tabs Explained

Updated: Apr 6

If you want to view all tasks related to one specific client, related tabs are the perfect way to do it.

  • Select any client from the client table.

  • The related tabs for that specific client can be viewed in the top right corner.

  • You can expand the view by clicking on the expansion bar highlighted in the image below.

  • If one of the tabs doesn't display a record, there are currently no records for this client in this specific task table.

  • To minimize the view click on the expansion bar once again.

  • You can edit any record from here like you normally would. Select the record and the edit screen will come up. Once you click save, the record will be updated.


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