Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
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| − | On this tab, you can upload and delete the files related | + | On this tab, you can upload and delete the files related to the client: |
[[file:Client profile document tab.jpg|border|900px]] | [[file:Client profile document tab.jpg|border|900px]] | ||
Revision as of 17:19, 26 October 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 to the client:
To delete the file from your database, press "Delete" in the corresponding row.
To start uploading the new file, press "Add files".
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.
