Client view page – Documents tab
From Protemos Wiki
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 with 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.
