Difference between revisions of "Client view page – Documents tab"
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*'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). | *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). | ||
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| + | *'''Taxes''' - on this tab, you can create a custom taxes set for this client. | ||
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| + | Here you may also define which taxes set should be applied (whether custom or default one) for this particular client. | ||
*'''Prices''' - the list of prices for the customer. | *'''Prices''' - the list of prices for the customer. | ||
Revision as of 12:09, 2 January 2018
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 to the client:
To delete the file from your database, press "Delete" in the corresponding row.
To start uploading the new file, press "Add files".
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).
- Taxes - on this tab, you can create a 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.
- Prices - the list of prices for the customer.
