Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
| Line 1: | Line 1: | ||
On this tab you can upload and delete files and links to files related to the client: | On this tab you can upload and delete files and links to files related to the client: | ||
| − | [[file:Client | + | [[file:Client view document tab.png|border|1000px]] |
To delete a file or link to an external file from your database, press "'''Delete'''" in the corresponding row. | To delete a file or link to an external file from your database, press "'''Delete'''" in the corresponding row. | ||
Revision as of 15:47, 6 August 2019
On this tab you can upload and delete files and links to files related to the client:
To delete a file or link to an external file from your database, press "Delete" in the corresponding row.
To start uploading a new file or add links to files, press "Upload files" or "Add file URLs" accordingly.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- 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.
