Difference between revisions of "Client view page – General info tab"
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- Go to other tabs of the client | - Go to other tabs of the client | ||
| − | To start editing the client, press “'''Update'''”. It will open | + | To start editing the client, press “'''Update'''”. It will open <u>[[Update client details|Update client details page]]</u>. |
To delete the client from your database, press “'''Delete'''”. | To delete the client from your database, press “'''Delete'''”. | ||
| − | Please note that you cannot delete the clients with recorded projects. But you may deactivate the client on the | + | Please note that you cannot delete the clients with recorded projects. But you may deactivate the client on the <u>[[Update client details|Update client details page]]</u>. |
| − | To change the currency and payment conditions for the client, press “'''Change default'''” in the bottom of the page, and you will open Client default payment terms page. | + | To change the currency and payment conditions for the client, press “'''Change default'''” in the bottom of the page, and you will open <u>[[Client default payment terms|Client default payment terms page]]</u>. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
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'''Primary user''' — the first contact person of the client | '''Primary user''' — the first contact person of the client | ||
| − | '''Contact persons''' — the list of client’s contact persons (available if the client is Company, not Individual) | + | '''Contact persons''' — the list of client’s contact persons (available if the client is '''Company'', not '''Individual''') |
'''Prices''' — the list of prices for the customer | '''Prices''' — the list of prices for the customer | ||
'''Documents''' — intended for storing any documents related to the client | '''Documents''' — intended for storing any documents related to the client | ||
Revision as of 19:14, 7 January 2017
Client view page – General info tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=general (replace XXXX with a valid number)
On this tab, you can:
- Edit the basic info about the client (e.g. name, address, status, VAT etc.)
- Delete the client
- Edit client’s payment terms
- Go to other tabs of the client
To start editing the client, press “Update”. It will open Update client details page.
To delete the client from your database, press “Delete”.
Please note that you cannot delete the clients with recorded projects. But you may deactivate the client on the Update client details page.
To change the currency and payment conditions for the client, press “Change default” in the bottom of the page, and you will open Client default payment terms page.
Other tabs on the page
Primary user — the first contact person of the client
'Contact persons — the list of client’s contact persons (available if the client is Company, not Individual)
Prices — the list of prices for the customer
Documents — intended for storing any documents related to the client
