Difference between revisions of "Client view page – Documents tab"

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(Other tabs on the page)
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*'''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''').
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*'''Taxes''' - on this tab, you can create a custom taxes set for this client.
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Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
  
 
*'''Prices''' - the list of prices for the customer.
 
*'''Prices''' - the list of prices for the customer.

Revision as of 13:09, 2 January 2018

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:

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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).
  • Taxes - on this tab, you can create a custom taxes set for this client.

Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.

  • Prices - the list of prices for the customer.