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 archived projects. To un-archive a project, click on the project number to view it, then uncheck the "Archived" check box and click the "Update Project" button.
The quotes report allows you to report on your quotes, with various filters. After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.
Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
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 ...