Difference between revisions of "Client view page – General info tab"

Revision as of 17:22, 28 February 2018

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 basic info about the client (e.g. name, address, status etc.)

- Delete the client

- Edit client’s default settings

- Go to other tabs of the client

To start editing the client, press "Update". It will open the Update client details page.

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To delete the client from your database, press "Delete".

Please note that you cannot delete clients with recorded projects. But you may deactivate the client on the Update client details page.

To change the default currency and payment conditions, press "Change default" in the Default settings section, and you will open the Change default settings page.

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Here you may also set the default locale of the invoice PDF file only for this particular client.

Note: The PDF locale setting entered in a client's profile overrides the default one entered in the "Default settings" of your account.

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.

• 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.

• Documents - intended for storing any documents related to the client.