Difference between revisions of "Update contact person"

Revision as of 14:43, 10 September 2018

Update contact person page: http://cloud.protemos.com/client-contact/update?id=ХХХХ&user_id=ХХХХ (replace XXXX with valid numbers)

On this page, you can edit the client's contact person. Just change or add values and press the "Update" button:

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Selected "Active" checkbox means that this contact person is still working for the customer and available for the contact.

You’ll be able to select this contact person for your projects.

If you want to make this person disappear from the drop-down lists, please deselect this checkbox.

Selected "Invoicing" checkbox means that the system will be selecting this person as recipients of invoices when you send them through the system.

So if you are going to send the invoices to someone else, do not select this checkbox.