Skip to end of metadata
Go to start of metadata

 

Projects can be edited by clicking on the  link in the Project details page. All the content which are added to a Project can be edited through the below-mentioned fields.

Edit the name of the project.

Increase or decrease the project progress percentage from here.

Change the starting date of the project. Choose a new date from the calendar.

The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.

Edit the unique project code.

If required, you can replace the existing account with some other from the CRM database.

You can also add more accounts to the project by clicking on .

Give a new deadline for the project. Choose the date from the calendar.

Change the status of the project from the drop down option.

Click on  to apply the changes in the project details section. Or else, click on.


  • No labels