Client view

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Revision as of 16:31, 1 January 2017 by Yuri (talk | contribs) (Yuri moved page Client view page to Client view)

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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:

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.