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Projects

Projects are used to group the contact notes according to the one topic.

In order to add a new project:

  1. Choose the module CRM, and next submodule Projects.
  2. Click on Add.
  3. Complete the essential data:
    • Code
    • Project's name
    • Planned date of the initiation
    • Planned date of the completion
    • Project's type
    • Budget - the amount of money
    • Description

++++ Screen: Index Card of a new project| Ekran: Kartoteka nowego projektu ++++

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