Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
(Created page with "''Client view page – Documents tab: [http://cloud.protemos.com/client/view?id=ХХХХ&tab=files/ http://cloud.protemos.com/client/view?id=ХХХХ&tab=files] (replace XXXX...") |
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''Client view page – Documents tab: [http://cloud.protemos.com/client/view?id=ХХХХ&tab=files/ http://cloud.protemos.com/client/view?id=ХХХХ&tab=files] (replace XXXX with a valid number)'' | ''Client view page – Documents tab: [http://cloud.protemos.com/client/view?id=ХХХХ&tab=files/ http://cloud.protemos.com/client/view?id=ХХХХ&tab=files] (replace XXXX with a valid number)'' | ||
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On this tab, you can upload and delete the files related with the client. | On this tab, you can upload and delete the files related with the client. | ||
Revision as of 01:05, 29 December 2016
Client view page – Documents tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=files (replace XXXX with a valid number)
On this tab, you can upload and delete the files related with the client.
To delete the file from your database, press “Delete” in the corresponding row.
To start uploading the new file, press “New file”.
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)
Prices — the list of prices for the customer
