Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
| Line 1: | Line 1: | ||
| − | On this tab you can upload and delete | + | On this tab you can upload and delete files and link to files related to the client: |
| − | [[file: | + | [[file:Client profile Doc tab.png|border|1000px]] |
| − | To delete the file from your database, press "'''Delete'''" in the corresponding row. | + | To delete a file or link to the file from your database, press "'''Delete'''" in the corresponding row. |
| − | To start uploading a new file, press "''' | + | To start uploading a new file or link to files, press "'''Upload files'''" or '''"Add file URLs"''' correspondingly. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 12:06, 22 May 2019
On this tab you can upload and delete files and link to files related to the client:
To delete a file or link to the file from your database, press "Delete" in the corresponding row.
To start uploading a new file or link to files, press "Upload files" or "Add file URLs" correspondingly.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
- Taxes - on this tab, you can create a custom taxes set for this client.
Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
- Prices - the list of prices for the customer.
