Reneva
Open a client from the list to see what is linked to them. Available tabs depend on active modules and your permissions.
The tabs
| Tab | What you find |
|---|---|
| Details | The client details. |
| Situation | Client value, documents, linked subscriptions, client projects, expenses and hours when available. |
| Notes | Useful notes, files and the Email send log. |
Situation
The Situation tab is the client's single record: below the Client value panel you find the documents made out to the client first, then its relationships. Open a row to reach its document, subscription, client project or expense. Expenses stay separate because they are outgoings.
Next to Download, in the documents list, you'll find Client statement: a PDF with all the client's documents, from every year.
Client value
The Client value panel separates what you have collected, what is active and when the client entered Reneva. If you assign an expense to the client, its outgoing amount remains separate from collections.
Email and notes
Use Send email in the header when your role allows it. In the Notes tab, the Email send log keeps the date, subject and outcome alongside the client's notes and files.