Client view page – Documents tab
From Protemos Wiki
On this tab you can upload and delete files and links to files related to the client:
- To delete a file or link to an external file from your database, click "Delete" in the corresponding row.
- To start uploading a new file or add links to files, click "Upload" or "Add URLs" correspondingly.
Other tabs on the page
- General info — view and edit company info and payment conditions.
- Contact persons — the list of client’s contact persons (available if the client is a Company, not Individual).
- 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.
- Project chart — here you can see the chart and list of all active projects for the client.
