Technology and design
Housekeeping
- Account owner
- Account and billing
- Sign-up, billing and service levels
- Setting an alternative address to receive monthly invoices
- Setting up and managing users
- Log-in
Job creation and management
Planning issues
- Index and navigation
- Assigning users to a job
- Using the Control page (A1)
- Adding deadlines
- Client contacts
- Adding key personnel
Specific tools
- Adding a comment
- Adding replies (sub-comments)
- Using sections totals in selectable queries
- Adding a key issue
- Adding a follow up
- Adding attachments and links