Project Page
Projects neatly organize and store your documents, communication, events, notes, and to-dos for your Contacts.
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For each service you provide, you will create a Project. The Project, much like an electronic file folder, will house all your important information.
Projects have three components:
Important Documents: Stores all created, sent, and completed Quotes, Contracts, Invoices, and Questionnaires.
Project Activity: 17hats automatically files away Notes, Emails, Files, To-Dos, Bookings, and Activity.
Project Details: The date, time, and location of your Project are found at the top for quick reference. Also, all of these details are automatically added to your Calendar.
Can I have multiple Projects per Contact?
Yes, you can have multiple Projects per Contact.
Do Projects need to have a date and time?
No, Projects are not required to have a date nor a time associated with them.
Is there a limit on the number of Projects I can have?
No, there is no limit for Projects.
What are you waiting for?