Difference between revisions of "Client view page – Contact persons tab"
From Protemos Wiki
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[[file:CV contact persons.png|border|1000px]] | [[file:CV contact persons.png|border|1000px]] | ||
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| + | To start updating the contact, press '''"Update"''' in the corresponding contact row. It will open the '''<u>[[Update contact person]]</u>''' page. | ||
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| + | To start creating a new contact, press '''"New contact person"'''. It will open the '''<u>[[Create contact person]]</u>''' page. | ||
To delete the client contact from your database, press '''"Delete"'''. | To delete the client contact from your database, press '''"Delete"'''. | ||
<span style="color:red">'''Note:'''</span> You cannot delete contacts involved in recorded projects. But you may deactivate them on the '''<u>[[Update contact person]]</u>''' page. | <span style="color:red">'''Note:'''</span> You cannot delete contacts involved in recorded projects. But you may deactivate them on the '''<u>[[Update contact person]]</u>''' page. | ||
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 14:18, 2 August 2019
This tab is available if the client is a Company, not Individual.
On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
To start updating the contact, press "Update" in the corresponding contact row. It will open the Update contact person page.
To start creating a new contact, press "New contact person". It will open the Create contact person page.
To delete the client contact from your database, press "Delete".
Note: You cannot delete contacts involved in recorded projects. But you may deactivate them on the Update contact person page.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- 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.
