Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
m (Yuri moved page Client view page – documents tab to Client view page – Documents tab) |
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''General info''' — view and edit company info and payment conditions | + | '''General info''' — view and edit company info and payment conditions. |
| − | '''Primary user''' — the first contact person of the client | + | '''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''') | + | '''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 | + | '''Prices''' — the list of prices for the customer. |
Revision as of 04:42, 9 January 2017
Client view page – Documents tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=files (replace XXXX with a valid number)
On this tab, you can upload and delete the files related with the client.
To delete the file from your database, press “Delete” in the corresponding row.
To start uploading the new file, press “New file”.
Other tabs on the page
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.
