Difference between revisions of "Client view page – Documents tab"
From Protemos Wiki
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To delete the file from your database, press "'''Delete'''" in the corresponding row. | To delete the file from your database, press "'''Delete'''" in the corresponding row. | ||
| − | To start uploading | + | To start uploading a new file, press "'''Add files'''". |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 13:12, 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:
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.
- 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.
