Navigate to the Details tab:
Click the
button at the top taskbar -> Details tab
Purpose of the Details tab:
This screen contains the project details.
What you see in the Details tab:
-
Selected project information.
-
-
-
-
Add / Edit / Remove / manage Work To Do button.
-
Primary salesman information and call and send SMS to first salesman.
-
Secondary salesman information and call and send SMS to second salesman.
-
Project status, finance info, Old Project Number, Permit status, Change of order and moved to production by fields.
-
New Project opens the New Project Form screen.
-
Edit Project allows to edit the current project.
-
Delete Project allows to delete the current project.
-
Print Cover Page allows to print a cover page with the current lead information.
-
-
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.
-
-
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.
