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In the general section you will find settings that are related to different parts of the Project module.
There are settings specific to related functions, which are in the same settings menu.
Restrictions:
Here its possible to limit which actions that should be available in the ACTION button on the project object page.
- Edit project
- Assign tasks
- Create task
- Create appointment
- Quickedit
- To pool
- Transfer to quotation
- SMS
- To template
- Copy
- Save as PDF
- Apply update filter
For customers with vast amounts of data:
Unknown
Additional fields:
Quickedit fields:
- Status
- Responsible
- Team
- Note
Additional fields
Image Added
Invoicing
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Hide the following invoice policies
You hide the following invoice policies, so they aren't available when creating or editing projects
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:
- Hours/products
- Fixed price
- Fixed price (except products)
- Per planned visit
- Per planned visit (max 1 pr. day)
- Per real visit
- Per real visit (max 1 pr. day)
- No charge
- No charge (except products)