You can link any activity to an external company and to a project. You can also work using a project guide that takes you through each step of the project, assuming that the project type you selected has a guide. A project can be targeted at many contacts, and a contact can participate in many projects.
Projects help you keep your work organized and documented in one place, so that you and your team can enjoy better control and improve collaboration.
You can connect any contacts, companies, follow-ups, project members, and even sales opportunities into one project in SuperOffice CRM. You can also create or upload documents and files to the project.
All the information you save inside your project is tagged with a date and an owner, making it easier to sort and filter information when need.
The Project screen contains information about the projects entered into SuperOffice CRM. Each project is displayed like an index card, showing all information about that project.
To move backwards and forwards between projects, click the previous/next buttons at the lower right of the cards
If you select a project type for which a project guide is defined, the Project guide tab is displayed on the section tab.
The More tab displays user-defined fields for the project. If your organization needs more fields than the default fields in the Project tab, you can specify in Settings and maintenance that these fields will be inserted here.
Click Edit to edit the project information in the More tab.
Three of the user-defined fields from the More tab can also be displayed in the Project tab.
The Note tab
Here you can enter information of any kind. The contents of this field is searchable via Free-text search.
This function requires a separate licence.
In the Event tab, you can specify settings for publishing events.
|Here you check to indicate that the current project is an event.
|This field shows the date of the event. Click the arrow to select a date for the event.
|Published (From date and To date)
|Here you can specify a precise time period the event ia visible to Audience users (requires a separate licence). Click the arrow next to each of the date fields to select a start and end date for publishing. If you do not enter dates in these fields, the project is published until is either unpublished or deleted from SuperOffice CRM.
|Visible for category
|Check here if you want the event to be visible only to specific categories. Click the button ( ) to the right of the field to select the categories that the event is visible for.
|Visible for contact interest
|Check here if you want the event to be visible only to contacts with specific interests. Click the button ( ) to the right of the field to select the interests that the event is visible for.
|Visible for project members
|If checked, the event is visible only in Audience for the project members specified on the Project members section tab.
|Check here if you want it to be possible to sign on to the event through Audience.
|Check here if you want it to be possible to sign off from the event through Audience.
|Log as activity
|If you also check Log as activity next to Sign on or Sign off, an activity is created for you when an Audience user signs on to or off from the event.
If you click the button ( ) to the right of Confirmation, you can enter a confirmation text to display in a dialog when an Audience user signs on or off the event. The user must click Yes or No in this dialog to continue.
Add project to favorites
To add a record to favorites, click the star icon in the corner of the relevant card, tab or dialog. The star turns yellow , and the record is instantly added to favorites. You do not have to click Save.
Now you can quickly access the record by clicking from the Navigator menu. The favorites are also available in the side panel.
Print project info
Go to the required project. (See Use the Find screen.)
- Click the Task button and select Print.
- In the window which displays the contents to be printed, click Print.