Difference between revisions of "Client view page – Contact persons tab"
(Created page with "''Client view page – Contact persons tab: [http://cloud.protemos.com/client/view?id=ХХХХ&tab=contacts/ http://cloud.protemos.com/client/view?id=ХХХХ&tab=contacts] (r...") |
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On this tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts. | On this tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts. | ||
| − | To delete the client contact from your database, press | + | To delete the client contact from your database, press “'''Delete'''”. |
| − | Please note that you cannot delete the contacts involved into recorded projects. But you may deactivate them on Client contact update page. | + | Please note that you cannot delete the contacts involved into recorded projects. But you may deactivate them on the "'''Client contact update'''" page. |
| − | To start updating the contact, press | + | To start updating the contact, press “'''Update'''” in the corresponding contact row. It will open "'''Client contact update'''" page. |
| − | To start creating the new contact, press | + | To start creating the new contact, press “'''New contact person'''”. It will open "'''Client contact person creation'''" page. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 01:58, 29 December 2016
Client view page – Contact persons tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=contacts (replace XXXX with a valid number)
On this tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts.
To delete the client contact from your database, press “Delete”.
Please note that you cannot delete the contacts involved into recorded projects. But you may deactivate them on the "Client contact update" page.
To start updating the contact, press “Update” in the corresponding contact row. It will open "Client contact update" page.
To start creating the new contact, press “New contact person”. It will open "Client contact person creation" page.
Other tabs on the page
General info — view and edit company info and payment conditions
Primary user — the first contact person of the client
Prices — the list of prices for the customer
Documents — intended for storing any documents related to the client
