Update contact person - Revision history

Andrii at 06:20, 13 September 2022

2022-09-13T06:20:20Z

2020-07-17T07:00:11Z

2019-09-02T14:36:05Z

2019-07-15T07:54:03Z

2019-07-15T07:37:08Z

2019-07-15T07:36:56Z

2019-07-15T07:34:09Z

2019-07-15T07:33:22Z

2019-07-15T07:28:36Z

2019-05-21T14:57:42Z

@@ Line 7: / Line 7: @@
 [[file:Client contact update.png|border|500px]]
-Press '''"Update"''' to save changes after editing.
+Click '''"Update"''' to save changes after editing.
 *Selected '''"Active"''' checkbox means that this contact person is still working for the customer and available for the contact.

@@ Line 1: / Line 1: @@
 Go to a client profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:
-[[File:Client contacts tab.png|border|1000px]]
+[[File:2020-07-17 100001.png|border|1000px]]
 It will open the '''Update contact person''' page where you can add or change data:

← Older revision		Revision as of 14:36, 2 September 2019
Line 1:		Line 1:
−	Go to a client's profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:	+	Go to a client profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:

	[[File:Client contacts tab.png\|border\|1000px]]		[[File:Client contacts tab.png\|border\|1000px]]

← Older revision		Revision as of 07:54, 15 July 2019
Line 1:		Line 1:
−	Go to client's profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:	+	Go to a client's profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:

	[[File:Client contacts tab.png\|border\|1000px]]		[[File:Client contacts tab.png\|border\|1000px]]

← Older revision		Revision as of 07:37, 15 July 2019
Line 17:		Line 17:
	*Selected '''"Invoicing"''' checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system.		*Selected '''"Invoicing"''' checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system.

−	So if you are going to send ~~the~~ invoices to someone else, do not select this checkbox.	+	So if you are going to send invoices to someone else, do not select this checkbox.

@@ Line 1: / Line 1: @@
-On this page you can edit the client's contact person. Just change or add values and press the "'''Update'''" button:
+On this page you can edit the client's contact person. Just change or add data and press the '''"Update"'''" button:
-[[file:Contact person.jpg|border|450px]]
+[[file:Client contact update.png|border|500px]]
-*Selected "'''Active'''" checkbox means that this contact person is still working for the customer and available for the contact.
+*Selected '''"Active"''' checkbox means that this contact person is still working for the customer and available for the contact.
 You’ll be able to select this contact person for your projects.
@@ Line 11: / Line 11: @@
 If you want to make this person disappear from the drop-down lists, please deselect this checkbox.
-*Selected "'''Invoicing'''" checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system.
+*Selected '''"Invoicing"''' checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system.
 So if you are going to send the invoices to someone else, do not select this checkbox.