Navigation (Manual)¶

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New project

New project ¶

• by selecting "Company" or "Contact" under the heading "Customer" and clicking opens the box which you can insert an existing card search: type an appropriate keyword and click , and then select the desired; item if the desired tab has not yet been created you can create it by clicking on or respectively;
• only the "owner" and "Enabled users" will be able to make changes to the project; to select an owner or authorized user click , a possible search, click key, type and select the user to create new box to insert additional enabled users click ; to remove a box click ;
• Once placed click data that you want to confirm: will be accessing the project configuration screen. (Configure project)