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Contractors

Navigate to the Contractors tab: 
 
Click the button at the top taskbar. -> Contractors tab.
 
Purpose of the Contractors tab:
 
This screen is used to manage the contractors associated with the currently selected project. The user can select multiple contractors for one project.
NOTE: To be able to add the contractor to the product make sure that the product is selected as the contractor's expertise in the contacts -> Contractor tab.
 
 
 
What you see in the Contractors tab:
 
  • Selected project information.
  • Contractors in the project list.
  • Send SMS or email to contractors button allows the user to sane an email or an SMS to the contractors.
  • Manage Contractors button opens the Manage Assignments screen.
  • Print Proposals button prints the proposals.
  • Projects' Docs menu.
  • Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
  • Customers button opens the customer list screen.
  • Project's Activities opens the Production Control screen.
  • Calendar not in use.
  • Recordings button opens the recordings list of the current project.
  • Lead Properties opens the lead properties screen.
  • Close button closes the menu.
  • H opens the lead history screen.
  • SMS buttons opens the send SMS screen.
 
 
How to use the Contractors tab:
 
  • Send an SMS or an email to the contractor.
  • Click on Send SMS or email to contractors (3).
  • Fill the email.
  • Click Attach File to attach a file, if required.
  • Click on Send now.
     
  • Assign a contractor to the project.
     
  • Click on Manage Contractors.
  • Follow instructions on the Manage Assignments screen.