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Articles tagged "project" returned 69 results.

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Managing Projects

...or from the Project Activities: Create Appointments from the Project record Click on the Plus icon against the Project and select Appointment : Close modal Create Appointments from the Project...

Creating a Project

...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...

Introduction to Projects

...and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for Projects using Alerts, based on predefined Project Types, Stages and corresponding Activities....

Using Projects in Gold-Vision

Who is it aimed at? Users managing Projects and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along...

Automatically creating Project Activities

You can automatically create Project Activities when a Project is created, perhaps setting a due date 2 weeks after the created date. Add Action > Create a new Activity >...

Linking Purchased Time

...Project Create a new item to link to: Select to create a new Opportunity or Project – this will give you the options to create a New Opportunity or Project...

Linking Purchased Units

...a existing Opportunity or Project Create a new item to link to: Select to create a new Opportunity or Project – this will give you the options to create a...

Simple Time Management

...Project Records You can user the Log Time functionality against the Project record if for example you would like to record the time used for completing a Project . For...

Advanced Templates

...object e.g. Account = AC_ID Contact = ACC_ID Project – PJ_ID Opportunity = OP_ID Quote = OPQ_ID Account Activity = ACA_ID Contact Activity = ACCA_ID Project Activity = PJA_ID Opportunity...