Difference between revisions of "Update client details"
From Protemos Wiki
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On this page you can update the general info about the client (e.g. name, address, VAT etc) and information about client’s primary user. | On this page you can update the general info about the client (e.g. name, address, VAT etc) and information about client’s primary user. | ||
| + | |||
| + | Please note that this info is used in the client invoices generated by the system. | ||
[[file:update client page.jpg|border|800px]] | [[file:update client page.jpg|border|800px]] | ||
| − | + | Here you may also define the client's status: | |
| + | |||
| + | [[file:client status.jpg|border|800px]] | ||
| + | |||
| + | Clients with inactive and blacklisted statuses do not appear in lists on forms. | ||
Revision as of 16:47, 12 September 2017
Update client details page: http://cloud.protemos.com/client/update?id=ХХХХ (replace XXXX with a valid number)
On this page you can update the general info about the client (e.g. name, address, VAT etc) and information about client’s primary user.
Please note that this info is used in the client invoices generated by the system.
Here you may also define the client's status:
Clients with inactive and blacklisted statuses do not appear in lists on forms.
