Difference between revisions of "Client view page – Prices tab"
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| − | On this tab, you can view the list of | + | On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices: |
| − | + | [[file:Client profile price tab.jpg|border|800px]] | |
| − | To | + | To delete the price from your database, press "'''Delete'''" in the corresponding row. |
| − | To start creating the new price, press | + | To start updating the price for the client, press "'''Update'''" in the corresponding row. It will open the '''<u>[[Client price update|Client price update page]]</u>'''. |
| + | |||
| + | To start creating the new price, press "'''New price'''". It will open the '''<u>[[Client price creation|Client price creation page]]</u>'''. | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 18:35, 25 October 2017
Client view page – Prices tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=prices (replace XXXX with a valid number)
On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices:
To delete the price from your database, press "Delete" in the corresponding row.
To start updating the price for the client, press "Update" in the corresponding row. It will open the Client price update page.
To start creating the new price, press "New price". It will open the Client price creation page.
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).
Documents — intended for storing any documents related to the client.
Client view page – documents tab.
