New Project: You should always start your Project from your Install Location. Once the customer has been properly inputted you can then select New Project on the top “Actions” toolbar. You can also start a new project by searching for an existing Company or Contact Record (magnifying glass icon on the left-hand toolbar) or by selecting New → Project.
*The Address 1 field does not accept special characters. If you have a suite or unit number, please include it in the Address 2 field.Project Contacts tab: Always double-check your "End User" to ensure you have the right install location set. If it needs to be adjusted you can use the Search > Drag & Drop function. Otherwise, proceed to fill out all required fields and select Save. At this point, you would want to make sure you have added a contact by selecting "Create New Contact" on the left panel or by searching for an existing contact using the search field. Once complete click the Save button again (highlighted below).
If you started your project from a contact record, after you hit "Save" you will see the contact populate on the bottom portion of the Project Information.
Team Members/Activity tab: You can add "Team Members" and see additional Project Information activity if applicable. This is typically the location we would recommend adding your Designer (if applicable). The Salesperson and Project Manager have already been assigned so use this area for Designers.
Create Quote: Select Bill of Materials / Quotes from the Modules menu on the left-hand side to move forward with creating a Customer Quote. The next section of the help guide will go into detail about the Bill of Materials (BOM).
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