Difference between revisions of "Client view page – Contact persons tab"
From Protemos Wiki
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To delete the client contact from your database, press '''"Delete"'''. | To delete the client contact from your database, press '''"Delete"'''. | ||
| − | + | <span style="color:red">'''Note:'''</span> You cannot delete contacts involved in recorded projects. But you may deactivate them on the '''<u>[[Update contact person]]</u>''' page. | |
To start updating the contact, press '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page. | To start updating the contact, press '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page. | ||
Revision as of 13:18, 2 August 2019
This tab is available if the client is a Company, not Individual.
On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
To delete the client contact from your database, press "Delete".
Note: You cannot delete contacts involved in recorded projects. But you may deactivate them on the Update contact person page.
To start updating the contact, press "Update" in the corresponding contact row. It will open the Update contact person page.
To start creating a new contact, press "New contact person". It will open the Create contact person page.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- 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.
