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

Revision as of 13:13, 5 April 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

Client details

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.

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Default settings

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

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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.