Difference between revisions of "Client view"
From Protemos Wiki
| Line 5: | Line 5: | ||
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: | ||
| − | [[file: | + | [[file:CPV Tabs.jpg|border|500px]] |
*'''General info''' - view and edit company info and payment conditions. | *'''General info''' - view and edit company info and payment conditions. | ||
Revision as of 11:28, 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.
- Documents - intended for storing any documents related to the client.
