Project / Job / Order / Tracking
You can create projects and associate contact and companies
to them with their own project relationship.
Each time you communicate with any of these contacts or companies
the system will ask you what project is this in connection
with. The same happens when they communicate with you. This
builds up a correspondence history based on a specific project
and can be viewed by enquiries, quotations, orders, support
etc.
This is ideal to cost out time spent on specific jobs/projects
for a client.
Back
to Virtual Office Features
|