Projects tab

The Projects section tab in SuperOffice CRM allows users to view and manage project information related to specific entities such as companies and contacts. This guide provides a unified overview of how to access and interact with project records, enhancing the ability to track and manage project activities effectively.

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Availability of the Projects section tab

The Projects section tab is available for:

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Projects tab columns overview

The Projects section tab contains the following columns to display key information about each project:

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View projects in the Projects section tab

1. Go to the relevant screen, such as Company or Contact.
2. Click on the Projects tab to see all projects linked to the entity.
3. Double-click a project in the list to open the Project screen and view detailed information.

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Filter projects

You can filter the list of projects by date, user, or group by clicking the Filter button. This helps focus on specific project activities that need attention.

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Add project members

To add project members directly from the Projects section tab:

1. Select Add to project to open the Add/edit project members dialog.
2. Complete the required fields and click Save.

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Additional tips

• Quick navigation: Use the Navigator to quickly switch between different entities and their corresponding Projects tabs.