Projects & Tasks

Account Manager Overview

Account Manager Overview Account Managers are a way of expressing relationships between people at your organisation and companies with whom you work like customers and suppliers. Internally you may have different people assigned with responsibility for different parts of the customer experience and you can reflect this using Account Managers. For example you could have a Sales Account Manager, a Product Development Manager and a Document Manager. Account Managers are searchable, for example you...
Read More

Adding a New Project

Process for adding a New Project Go to Add a New Project Select Project Template e.g ‘Evaluation and Sampling’ Select Project Code Sequence Enter Primary Party Enter Date Required Click Save In the Project tab enter a Project Name and any other details you might need In the Tasks tab you can review and edit the tasks set In the Attachments tab you can append an attachment of any type Click Save You can then View or Manage this project, or create a new one. More about project options...
Read More