Difference between revisions of "Vendor view page, Contact persons tab"

From Protemos Wiki
Jump to: navigation, search
Line 11: Line 11:
 
To delete the vendor contact from your database, press "'''Delete'''".  
 
To delete the vendor contact from your database, press "'''Delete'''".  
  
Please note that you cannot delete the contacts involved into recorded jobs. But you may deactivate them on the '''<u>[[Vendor contact person update|Vendor contact person update page]]</u>'''.
+
Please note that you cannot delete the contacts involved into recorded jobs. But you may deactivate them on the '''<u>[[Vendor contact person update|Update contact person page]]</u>'''.
  
To start updating the contact, press "'''Update'''" in the corresponding contact row. It will open the '''<u>[[Vendor contact person update|Vendor contact person update page]]</u>.
+
To start updating the contact, press "'''Update'''" in the corresponding contact row. It will open the '''<u>[[Vendor contact person update|Update contact person page]]</u>.
  
To start creating the new contact, press "'''New contact person'''". It will open the '''<u>[[Vendor contact person creation|Vendor contact person creation page]]</u>'''.
+
To start creating the new contact, press "'''New contact person'''". It will open the '''<u>[[Vendor contact person creation|New contact person page]]</u>'''.
  
 
=='''Other tabs on the page'''==  
 
=='''Other tabs on the page'''==  

Revision as of 15:16, 26 October 2017

Vendor view page – Contact persons tab: http://cloud.protemos.com/vendor/view?id=ХХХХ&tab=contacts (replace XXXX with a valid number)



On this tab, you can view the list of vendor's contacts, edit or delete them, and start creating new contacts.

This tab available only if the vendor is a company, not a person.

1000px

To delete the vendor contact from your database, press "Delete".

Please note that you cannot delete the contacts involved into recorded jobs. But you may deactivate them on the Update contact person page.

To start updating the contact, press "Update" in the corresponding contact row. It will open the Update contact person page.

To start creating the new contact, press "New contact person". It will open the New contact person page.

Other tabs on the page

  • General info — view and edit vendor info and payment conditions.
  • Primary user — the first contact person of the vendor.
  • Prices — the list of prices agreed with the vendor.
  • Payment methods — the payment methods of the vendor.
  • Documents — intended for storing any documents related to the vendor.