Difference between revisions of "Client view page – Prices tab"
From Protemos Wiki
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To delete the price from your database, press "'''Delete'''" in the corresponding row. | To delete the price from your database, press "'''Delete'''" in the corresponding row. | ||
| − | To start updating the price | + | To start updating the price, 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>'''. | To start creating the new price, press "'''New price'''". It will open the '''<u>[[Client price creation|Client price creation page]]</u>'''. | ||
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''General info''' | + | *'''General info''' - view and edit company info and payment conditions. |
| − | '''Primary user''' | + | *'''Primary user''' - the first contact person of the client. |
| − | '''Contact persons''' | + | *'''Contact persons''' - the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | '''Documents''' | + | *'''Documents''' - intended for storing any documents related to the client. |
'''Client view page''' – documents tab. | '''Client view page''' – documents tab. | ||
Revision as of 18:36, 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, 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.
