It's where all of the information related to the project is stored.
There are different ways to get to the Project Details page: on the “Projects” search tab, from a Company Details page, from a Contact Details page, and from the “Search All” tab.
All the projects that have been transferred from Alpha are listed here. To learn more about how to search for projects, click here Search for Projects .
Click on the [Details] button to get to the Project Details page.
At the bottom of the Company Details page there is a list of projects that the company has worked on. Click on the [Details] button to get to the Project Details page.
If the company is new or hasn’t worked on any projects, there won’t be any projects shown on the list. Click on the [Edit Contact] button to edit a contact that is part of the company or click on the [Create Contact] button to create a new contact in the company.
At the bottom of the Contact Details page there is a list of projects that the contact has worked on. Click on the [Details] button to get to the Project Details page.
If the contact is new or hasn’t worked on any projects, there won’t be any projects shown on the list. Click on the [Create Project] button to create a project.
Here you can search for projects based on any criteria.
Whatever you type on the single search field will be searched in the entire system. For example, if you type “Scott”, then every project with a Project Name, Address, Contact First Name or Contact Last Name that contains the word “Scott” will appear on the list.
Click on the [Details] button to get to the Project Details page. Here you can make changes to the project, create and edit Estimates, Proposals, Work Orders, and Invoices.