Projects
In the Navigation area, select Customers >> [Customer Name for which the Project will apply] >> Projects. If the customer record does not exist...
Tue, May 25, 2021 at 5:06 PM
In the Navigation area, select Customers >> [Customer Name] >> Projects Select the blue Copy button on the line of the Project to copy. A cop...
Tue, Apr 13, 2021 at 2:45 PM
In the Navigation area, select Customers >> [Customer Name] >> Projects Select the green Edit button on the line of the Project to edit. You ...
Thu, Feb 4, 2021 at 1:59 PM
In the Navigation area, click Customers >> [Customer Name] >> Projects. [PRO TIP] Projects with associated Work Events cannot be deleted. Cli...
Thu, Feb 4, 2021 at 1:59 PM
Global Project Templates Projects (see Definitions) and Templates (see Definitions) are created within a customer record for use only for that customer. Gl...
Tue, May 25, 2021 at 4:31 PM