Projects

Projects help you keep track of things like - work orders, marketing campaigns, seminars or exhibitions.  They can involve many of your customers, or be specific to one; such as a case for a law office.

Step 1 - Go to the Settings Area

Select Settings from the menu to view projects

Step 2 - Go to Projects / Activity Groups

Projects usually involve a collection, or group, of activities

Step 3 - Edit Projects

You can change the name of an existing project or add new ones

• If you delete a project, you won't be deleting anything else.  However, any activities which were part of a project will not be assigned to any project.

Step 4 - Assign activities

When you create or edit an activity, you will have the option of assigning it to one of the projects you have defined.

• You can always change this at any time

Step 5 - Project Overview

From the activity screen or customer activities screen, click on the project link to view all the details for that project.