Difference between revisions of "Client view page – Contact persons tab"
From Protemos Wiki
(→Other tabs on the page) |
|||
| Line 5: | Line 5: | ||
[[file:CV contact persons.png|border|1000px]] | [[file:CV contact persons.png|border|1000px]] | ||
| − | 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. |
| − | To start creating a new contact, press '''"New contact person"'''. It will open the '''<u>[[Create contact person]]</u>''' page. | + | *To start creating a new contact, press '''"New contact person"'''. It will open the '''<u>[[Create contact person]]</u>''' page. |
| − | 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. | <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. | ||
Revision as of 16:38, 29 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 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.
- 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.
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.
- Project chart—here you can see the chart and list of all active projects for the client.
