<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Projects

 

Click Project Lists on the top toolbar

 

The projects screen provides individual views of quotes, orders, invoices etc. It contains links to all the paperwork that has been raised. The advantage of the projects screen is that you can filter the lists, e.g. see data between particular dates. (The projects screen is not available in EQ Sales Manager).

 

Any columns displaying a * in the column heading have right-click options.

You can right-click on the Order Ref in all of the tabs to access one common right-click menu.

 

Searching and Filtering

 

Find

Select the criteria you want to search against, from the drop down box.

Enter the characters in the box and click the magnifying glass icon to jump straight to the relevant record.

 

Filter List

In addition to searching for 1 customer you can filter the list. Filters can be saved for quick access and you can work with bulk commands. See steps here.

 

Projects Screen

 

The projects screen is split into a series of windows: