These are genereal settings in the project module.
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
Invoicing:
Here you hide the following invoice policies, so they aren't available when creating or editing projects.
Hours/products
...