Difference between revisions of "Client view page – Prices tab"
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On this tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices. | On this tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices. | ||
| − | To delete the price from your database, press | + | To delete the price from your database, press “'''Delete'''” in the corresponding row. |
| − | To start updating the price for the client, press | + | To start updating the price for the client, press “'''Update'''” in the corresponding contact row. It will open "'''Client price update'''" page. |
To start creating the new price, press “'''New price'''”. It will open "'''Client price creation'''" page. | To start creating the new price, press “'''New price'''”. It will open "'''Client price creation'''" page. | ||
Revision as of 01:02, 29 December 2016
Client view page – Prices tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=prices (replace XXXX with a valid number)
On this tab, you can view the list of prices agreed with the client, edit or delete them, and start creating new prices.
To delete the price from your database, press “Delete” in the corresponding row.
To start updating the price for the client, press “Update” in the corresponding contact row. It will open "Client price update" page.
To start creating the new price, press “New price”. It will open "Client price creation" page.
Other tabs on the page
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)
Documents — intended for storing any documents related to the client
Client view page – documents tab
