Difference between revisions of "Update contact person"
From Protemos Wiki
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| − | On this page you can edit the client's contact person. Just change or add | + | On this page you can edit the client's contact person. Just change or add data and press the '''"Update"'''" button: |
| − | [[file: | + | [[file:Client contact update.png|border|500px]] |
| − | *Selected | + | *Selected '''"Active"''' checkbox means that this contact person is still working for the customer and available for the contact. |
You’ll be able to select this contact person for your projects. | You’ll be able to select this contact person for your projects. | ||
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If you want to make this person disappear from the drop-down lists, please deselect this checkbox. | If you want to make this person disappear from the drop-down lists, please deselect this checkbox. | ||
| − | *Selected | + | *Selected '''"Invoicing"''' checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system. |
So if you are going to send the invoices to someone else, do not select this checkbox. | So if you are going to send the invoices to someone else, do not select this checkbox. | ||
Revision as of 09:28, 15 July 2019
On this page you can edit the client's contact person. Just change or add data and press the "Update"" button:
- Selected "Active" checkbox means that this contact person is still working for the customer and available for the contact.
You’ll be able to select this contact person for your projects.
If you want to make this person disappear from the drop-down lists, please deselect this checkbox.
- Selected "Invoicing" checkbox means that the system will be selecting this person as a recipient of invoices when you send them through the system.
So if you are going to send the invoices to someone else, do not select this checkbox.
