Project

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Project

Welcome to the Project area where you can find relevant links to all things related to projects and project guides.

Introduction

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- Introduction to projects
- Organize files and activities in projects
list how-to-guide
- How to create a project
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- Guided tour

Project management

list how-to-guide
- Update a project
- Delete a project
- Merge projects
- Add project status (list)
- Add project type (list)
- View follow-ups and documents
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- How to link document to project
- How to add appointment to project
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- Template variables

Project members

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- Overview
- Add member
- Update member
- Invite to meeting
- Send email to members
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- How to add project member to project

Project guide

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- Overview
list how-to-guide
- Work with project guide
- Create guide
- Update guide
- Deactivate guide

UI customization

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- Screen Designer
- Web panels
- SoProtocol
- Custom screens (bLogic)
- Task menu items
- Extra fields

Automation

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- Overview
- Triggers
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- Webhooks - project events
- Webhooks - project member events
- Zapier

CRMScript

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- Overview
list how-to-guide
- Create
- Get selected
- Update
- Project members
- Project guides

API

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- REST
- SOAP (services88)
list how-to-guide
- SQL samples

Database tables

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- Project
- ProjectMember
- ProjStatus
- ProjType
- Associate
- UserGroup
- Appointment
- UdprojectSmall
- UdprojectLarge