Difference between revisions of "Module Settings/Projects"

From Commence CRM-Help

Line 1: Line 1:
 
Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed),  that can be selected during the recording of project information.  Use the following steps to customize the status field:
 
Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed),  that can be selected during the recording of project information.  Use the following steps to customize the status field:
 +
 
1.  From the  Tab,  select Administration.
 
1.  From the  Tab,  select Administration.
 +
 
2.  Then select Module Settings from the administration listing.
 
2.  Then select Module Settings from the administration listing.
 +
 
3.  Select Projects from the Module Settings Listing.
 
3.  Select Projects from the Module Settings Listing.
 +
 
4. Select Status  
 
4. Select Status  
5.  To Add a project status, enter the project status name in the new value field and click the Add Value button.  
+
 
 +
5.  To Add a project status, enter the project status name in the new value field and click the Add Value button.
 +
 
1. To Edit a project status, highlight  the project status name from the listing by clicking on it,  enter the modifications and select the Edit Value button.
 
1. To Edit a project status, highlight  the project status name from the listing by clicking on it,  enter the modifications and select the Edit Value button.
 +
 
2. To Remove a project status, select the project status name from the listing and select the Remove button.
 
2. To Remove a project status, select the project status name from the listing and select the Remove button.
 +
 
3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.
 
3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.

Revision as of 06:39, 21 September 2012

Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed), that can be selected during the recording of project information. Use the following steps to customize the status field:

1. From the Tab, select Administration.

2. Then select Module Settings from the administration listing.

3. Select Projects from the Module Settings Listing.

4. Select Status

5. To Add a project status, enter the project status name in the new value field and click the Add Value button.

1. To Edit a project status, highlight the project status name from the listing by clicking on it, enter the modifications and select the Edit Value button.

2. To Remove a project status, select the project status name from the listing and select the Remove button.

3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.