The projects report has the following options: From/To Dates Select dates here to see projects started between those dates. Completed Date From/To Select dates here to see only projects completed between those dates. Owner Select a user to only see ...
Quotes are automatically archived on the quote expiry date. This page lists all of your archived quotes. To un-archive a quote, click on the quote number, then un-check the Archived check box then click the Update Quote button.
This page lists all of your clients that you have archived. To un-archive a client, click on one and uncheck the "Archived" check box then click the Update Client button.
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...
To add users, go to "Setup > Users" then click the plus icon at the top right above the table. The permissions of your users are controlled by permission groups. User Dashboards There are two dashboards that you can set for your users. Project ...