Difference between revisions of "Update contact person"
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| − | On this page, you can edit the | + | On this page, you can edit the client's contact person. Just change or add the values and press "'''Update'''": |
[[file:W CC update page.jpg|border|300px]] | [[file:W CC update page.jpg|border|300px]] | ||
| − | Selected | + | Selected "'''Active'''" checkbox means that this contact person is still working for the customer and available for the contact. |
You’ll be able to select this contact person for your projects. | You’ll be able to select this contact person for your projects. | ||
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If you want to make this person disappear from the drop-down lists, please deselect this checkbox. | If you want to make this person disappear from the drop-down lists, please deselect this checkbox. | ||
| − | Selected | + | Selected "'''Invoicing'''" checkbox means that the system will be selecting this person as recipients of invoices when you send them through the system. |
So if you are going to send the invoices to someone else, do not select this checkbox. | So if you are going to send the invoices to someone else, do not select this checkbox. | ||
Revision as of 12:18, 26 October 2017
Client contact person update page: http://cloud.protemos.com/client-contact/update?id=ХХХХ&user_id=ХХХХ (replace XXXX with valid numbers)
On this page, you can edit the client's contact person. Just change or add the values and press "Update":
Selected "Active" checkbox means that this contact person is still working for the customer and available for the contact.
You’ll be able to select this contact person for your projects.
If you want to make this person disappear from the drop-down lists, please deselect this checkbox.
Selected "Invoicing" checkbox means that the system will be selecting this person as recipients of invoices when you send them through the system.
So if you are going to send the invoices to someone else, do not select this checkbox.
