Overview #
OFFER, ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT documents could be linked to projects by setting so their Project No. field.
Input fields #
Project No. #
Unique ID, generated at the first data save. The format and value of the next data in row is taken from the DOCUMENT NUMBERING (code = pronumber) data series.
Description #
The name of the project.
Start Date, End Date #
Optional. The project’s start and end dates.
Customer #
Optional. The name of the customer of the project.
Comment #
Remarks field.
Related data #
METADATA #
Unlimited number of supplementary data can be added.
ADDRESS DATA #
Country, State, Zipcode, City, Street, Comment
Unlimited number of address data can be added. The default report templates will consider the
first address row being the address.
CONTACT INFO #
Firtsname, Surname, Status, Phone, Mobile, Other, Email, Comment
Unlimited number of contact data can be added.
EVENT #
Unlimited number of events can be added.
Operations #
REPORT #
BOOKMARK #
Set a bookmark for the record. Later can be loaded from bookmarks at any time.