Client view page – Primary user tab
Creating Client view page – Primary user tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=login-details (replace XXXX with a valid number)
On this tab, you can view and edit client's primary contact details.
To start editing the client’s primary contact, press "Update":
It will open the Update client details page.
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).
- 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.