Difference between revisions of "Client view"
From Protemos Wiki
(Created page with "''Client view page: [http://cloud.protemos.com/client/view?id=ХХХХ/ http://cloud.protemos.com/client/view?id=ХХХХ] (replace XXXX with a valid number)'' ---- This pag...") |
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'''Primary user''' — the first contact person of the client. | '''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). | + | '''Contact persons''' — the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
'''Prices''' — the list of prices for the customer. | '''Prices''' — the list of prices for the customer. | ||
'''Documents''' — intended for storing any documents related to the client. | '''Documents''' — intended for storing any documents related to the client. | ||
Revision as of 01:35, 29 December 2016
Client view page: http://cloud.protemos.com/client/view?id=ХХХХ (replace XXXX with a valid number)
This page is intended for viewing and entering various client data and has the following tabs:
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).
Prices — the list of prices for the customer.
Documents — intended for storing any documents related to the client.
