Difference between revisions of "Client view page – Documents tab"
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m (Yuri moved page Client view page – documents tab to Client view page – Documents tab) |
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Revision as of 02:05, 29 December 2016
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
