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 to the client: | |
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[[file:CV Documents.jpg|border|1000px]] | [[file:CV Documents.jpg|border|1000px]] | ||
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*'''General info''' - view and edit company info and payment conditions. | *'''General info''' - view and edit company info and payment conditions. | ||
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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'''). | ||
Revision as of 17:23, 24 January 2019
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 a new file, press "Add files".
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.
