Difference between revisions of "Client view"
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m (Yuri moved page Client view page to Client view) |
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Revision as of 15:31, 1 January 2017
Client view page: http://cloud.protemos.com/client/view?id=ХХХХ (replace XXXX with a valid number)
This page is intended for viewing and entering various client data and has the following tabs:
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.
Documents — intended for storing any documents related to the client.
