Difference between revisions of "Client view"
From Protemos Wiki
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*'''Prices''' - the list of prices for the customer. | *'''Prices''' - the list of prices for the customer. | ||
| − | *'''Taxes''' - on this tab, you can create | + | *'''Taxes''' - on this tab, you can create the 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. | *'''Documents''' - intended for storing any documents related to the client. | ||
Revision as of 11:51, 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 the 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.
