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.
button at the top taskbar. -> Contractors tab.
