Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
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| − | On this tab, you can upload and delete the files related with the client | + | On this tab, you can upload and delete the files related with the client: |
| − | + | [[file:Client profile document tab.jpg|border|800px]] | |
| − | To start uploading the new file, press | + | To delete the file from your database, press "'''Delete'''" in the corresponding row. |
| + | |||
| + | To start uploading the new file, press "'''New file'''". | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''General info''' | + | *'''General info''' - view and edit company info and payment conditions. |
| − | '''Primary user''' | + | *'''Primary user''' - the first contact person of the client. |
| − | '''Contact persons''' | + | *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | '''Prices''' | + | *'''Prices''' - the list of prices for the customer. |
Revision as of 17:44, 25 October 2017
Client view page – Documents tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=files (replace XXXX with a valid number)
On this tab, you can upload and delete the files related with the client:
To delete the file from your database, press "Delete" in the corresponding row.
To start uploading the new file, press "New file".
Other tabs on the page
- General info - view and edit company info and payment conditions.
- 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.
