Difference between revisions of "Client view"
From Protemos Wiki
| Line 7: | Line 7: | ||
[[file:Client profile tabs.jpg|border|500px]] | [[file:Client profile tabs.jpg|border|500px]] | ||
| − | *'''General info''' | + | *'''General info''' - view and edit company info and payment conditions. |
| − | *'''Primary user''' | + | *'''Primary user''' - the first contact person of the client. |
| − | *'''Contact persons''' | + | *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | *'''Prices''' | + | *'''Prices''' - the list of prices for the customer. |
| − | *'''Documents''' | + | *'''Documents''' - intended for storing any documents related to the client. |
Revision as of 17:02, 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.
