Client view page – Contact persons tab
From Protemos Wiki
Revision as of 08:40, 17 July 2020 by Aleksandra.d (talk | contribs)
This tab is available if the client is a Company, not Individual.
On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
- To start updating the contact, press "Update" in the corresponding contact row. It will open the Update contact person page.
- To start creating a new contact, press "New contact person". It will open the Create contact person page.
- To delete the client contact from your database, press "Delete".
Note: You cannot delete contacts involved in recorded projects. But you may deactivate them on the Update contact person page.
Other tabs on the page
- General info—view and edit company info and payment conditions.
- Prices—the list of prices for the customer.
- 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.
- Documents—intended for storing any documents related to the client.
- Project chart—here you can see the chart and list of all active projects for the client.
