Client view

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Revision as of 12:34, 2 January 2018 by Anatoly.k (talk | contribs)

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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:

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  • 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.
  • 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.
  • Documents - intended for storing any documents related to the client.
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