Project screen section tabs
The lower part of the Project screen consists of section tabs.
- Project guide (if one is defined for the current project type)
- Project members
- Activities
- Sales
- Requests
Additionally, you can define in Settings and maintenance (Lists > GUI - Web panel) that more section tabs will be added in the form of URL addresses that SuperOffice CRM links to. You then open the URL address by clicking the tab itself. Here you can click Open in separate window to view the web page in a separate browser window.
Project guide
The project guide that can be customized to match your own unique project processes. You can map all the activities, documents and milestones of a project, which will make it easy for your whole team to track. The project guide will also help you monitor the current project status and prompt what needs to be done at all times.
Your administrator can add and customize project guides for you.