Client view page – Documents tab

From Protemos Wiki
Revision as of 16:23, 24 January 2019 by Anatoly.k (talk | contribs)

Jump to: navigation, search

On this tab you can upload and delete the files related to the client:

1000px

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.
  • 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.