Difference between revisions of "Client view"
From Protemos Wiki
m (Yuri moved page Client view page to Client view) |
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This page is intended for viewing and entering various client data and has the following tabs: | This page is intended for viewing and entering various client data and has the following tabs: | ||
| − | + | [[file:Client profile tabs.jpg|border|500px]] | |
| − | ''' | + | *'''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'''). |
| − | '''Documents''' — intended for storing any documents related to the client. | + | *'''Prices''' — the list of prices for the customer. |
| + | |||
| + | *'''Documents''' — intended for storing any documents related to the client. | ||
Revision as of 17:01, 25 October 2017
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.
