Difference between revisions of "Client view"
From Protemos Wiki
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This page is intended for viewing and entering various client data and has the following tabs: | This page is intended for viewing and entering various client data and has the following tabs: | ||
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*'''General info''' - view and edit company info and payment conditions. | *'''General info''' - view and edit company info and payment conditions. | ||
Revision as of 11:34, 2 January 2018
Client view page: http://cloud.protemos.com/client/view?id=ХХХХ (replace XXXX with a valid number)
This page is intended for viewing and entering various client data and has the following tabs:
- General info - view and edit company info and payment conditions.
- 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.
