Purpose

Track the status of multiple related Jobs within the system. Perfect for situations that require multiple Job records all related to a single client.

Projects Module List View

Stage Buttons

Displays active counts of Projects in various stages. Customizable in the “Categories” module.

Search & Filter Options

• Quick Search: Search by contact name, company, or keywords.
• Advanced Filter: Search using multiple criteria.
• Archive: Display archived Project records.

Import / Export Records

• Import: Use the "⚙️" icon to download the CSV template and upload completed documents.
• Export: Select the export icon to download a CSV file of contact records.

Record Options

Select the “≡” icon to “Omit” data from the current found set. This simply hides the selected Project from your current search.

Additional Features

• “+” icon: Select to create a new, unrelated blank project.
• “Grid” view: Select to customize the column headers that display in the list view.

Projects Module Selected Record

Track the current status of a specific project.

Button Actions

Overview Mode

• ID: System generated ID. Nmodifiable in Company Preferences.
• Name: Modifiable custom Project Name.
• ATTRIBUTES: Custom fields. Modifiable in the “Attributes” module.
• Client: Enter the associated Client record.
• Description: Enter the details of the Project, for internal use.
• Archive: Select or deselect to Archive/Unarchive.
• ACTIVITY LOG:  System recorded actions, or user recorded activity log entries.

Additional Features

• Project Button: Use to create a new associated Quote, Job, Bid or Contract with the Project automatically assigned.
• Options:
  • Integrations: Perform any Project specific TRUE Integrations.
  • ↻ Counts: ↻ button counts to update with any newly entered/assigned associated records.
  • Custom App: Open any enabled Custom Application.
  • Delete: Permenantly delete the selected Project.