Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info'''—view and edit company info and payment conditions. |
| − | *'''Contact persons''' | + | *'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual'''). |
| − | *'''Taxes''' | + | *'''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. |
| − | + | *'''Prices'''—the list of prices for the customer. | |
| − | |||
| − | *'''Prices''' | ||
Revision as of 14:49, 6 August 2019
On this tab you can upload and delete files and links to files related to the client:
To delete a file or link to an external file from your database, press "Delete" in the corresponding row.
To start uploading a new file or add links to files, press "Upload files" or "Add file URLs" accordingly.
Other tabs on the page
- General info—view and edit company info and payment conditions.
- Contact persons—the list of client’s contact persons (available if the client is a Company, not Individual).
- 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.
- Prices—the list of prices for the customer.
