Update contact person

From Protemos Wiki
Revision as of 01:17, 29 December 2016 by Yuri (talk | contribs) (Created page with "Client contact person update page: [http://cloud.protemos.com/client-contact/update?id=ХХХХ&user_id=ХХХХ/ http://cloud.protemos.com/client-contact/update?id=ХХХХ&u...")

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Client contact person update 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 the values and press “Update”.

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.