Difference between revisions of "Client view page – Prices tab"
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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 for the client, press “'''Update'''” in the corresponding contact row. It will open | + | To start updating the price for the client, press “'''Update'''” in the corresponding contact row. It will open <u>[[Client price update|Client price update page]]</u>. |
| − | To start creating the new price, press “'''New price'''”. It will open | + | To start creating the new price, press “'''New price'''”. It will open <u>[[Client price creation|Client price creation page]]</u>. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | '''General info''' — view and edit company info and payment conditions | + | '''General info''' — view and edit company info and payment conditions. |
| − | '''Primary user''' — the first contact person of the client | + | '''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''') | + | '''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 | + | '''Documents''' — intended for storing any documents related to the client. |
| − | '''Client view page''' – documents tab | + | '''Client view page''' – documents tab. |
Revision as of 04:40, 9 January 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 prices agreed with the client, 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 contact row. It will open Client price update page.
To start creating the new price, press “New price”. It will open 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.
