How to Create Project

1. On the Menu Panel, click on Help Desk.

2. Click Projects menu to open the Project search screen.

3. Click New toolbar button to create new project.

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:

1. Click Overview tab, fill up the fields.
2. Click Activities tab, click New Event/ New Task, New Comment, Log Call
   1. Fill up the required fields then save the activity
3. Click Attachments tab, select file then click ok button
4. Click Quotes/Orders tab
   1. 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