Difference between revisions of "Client view page – Contact persons tab"
From Protemos Wiki
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To delete the client contact from your database, press “'''Delete'''”. | 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 <u>[[Client contact person update|Client contact person update page]]</u>. | + | Please note that you cannot delete the contacts involved into recorded projects. But you may deactivate them on the '''<u>[[Client contact person update|Client contact person update page]]</u>'''. |
| − | To start updating the contact, press | + | To start updating the contact, press "'''Update'''" in the corresponding contact row. It will open the '''<u>[[Client contact person update|Client contact person update page]]</u>'''. |
| − | To start creating | + | To start creating a new contact, press "'''New contact person'''". It will open the '''<u>[[Client contact person creation|Client contact person creation page]]</u>'''. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''General info''' | + | *'''General info''' - view and edit company info and payment conditions. |
| − | '''Primary user''' | + | *'''Primary user''' - the first contact person of the client. |
| − | '''Prices''' | + | *'''Prices''' - the list of prices for the customer. |
| − | '''Documents''' | + | *'''Documents''' - intended for storing any documents related to the client. |
Revision as of 18:27, 25 October 2017
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 person update page.
To start updating the contact, press "Update" in the corresponding contact row. It will open the Client contact person update page.
To start creating a new contact, press "New contact person". It will open the 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.
