Other

Other

Add an Attachment
When you want to add a file to a record. Step-by-step guide Go to the job or task Click on the 'attach' button In the popup window enter the...
Tue, 13 Mar, 2018 at 3:51 PM
Delete an Attachment
If an attachment is added by you do not want it there. Step-by-step guide Go to the job or task Click on the 'delete' button next to the attac...
Tue, 13 Mar, 2018 at 3:54 PM
Add a Note
When you want to record information against a record. You can also use it for communication with others. Step-by-step guide Go to the job or task Click ...
Tue, 13 Mar, 2018 at 3:54 PM
Delete a Note
When you want to remove a note Step-by-step guide Go to the job or task that has the note Click on the 'delete' button next to the note
Tue, 13 Mar, 2018 at 3:55 PM
Filter
When you want to see information with a similar details and/or you want to narrow down search results or obtain a report. Step-by-step guide Go to the fi...
Tue, 13 Mar, 2018 at 4:04 PM
Search
When you are looking for some information but you are unsure on the exact details or you have limited information to search with. Step-by-step guide Go t...
Tue, 13 Mar, 2018 at 4:08 PM
Search in task lists
When you are looking for some information in a task list but you are unsure on the exact details or you have limited information to search with. Step-by-st...
Tue, 13 Mar, 2018 at 4:12 PM