Client view page – Contact persons tab
Client view page – Contact persons tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=contacts (replace XXXX with a valid number)
On this tab, you can view the list of client’s contacts, edit or delete them, and start creating new contacts:
To delete the client contact from your database, press “Delete”.
Please note that you cannot delete contacts involved in recorded projects. But you may deactivate them on the Client contact person update page.
To start updating the contact, press "Update" in the corresponding contact row. It will open the Client contact person update page.
To start creating a new contact, press "New contact person". It will open the Client contact person 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.
- Prices - the list of prices for the customer.
- 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.
- Documents - intended for storing any documents related to the client.