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4. Fill in data. (Required fields: Project Name(must be unique), Description, Customer, Contact, Type, Status)
5. Click Save button.
To add Overview, Activities, Attachments and Quotes/Orders:
- Click Overview tab, fill up the fields.
- Click Activities tab, click New Event/ New Task, New Comment, Log Call
- Fill up the required fields then save the activity
- Click Attachments tab, select file then click ok button
- Click Quotes/Orders tab
- Select quotes and/or orders from grid drop down. User can also add new quote/order, click Add Quote button then fill up required fields and save.
How to use Generate Ticket / Ticket List
Overview
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