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Hemanth · 10-12-2009, 08:54 AM

If you don't want to type the same data for every new project for a particular client then try this out.

1. Go to Clients and Contacts group.
2. Create a new client with billing address, site address, primary contact and other client contacts.
3. Select the newly created client and click "Create New Project for Client" link. That's it.
CreateNewProject.jpg

4. Now you will see the pre-populated "New Project Wizard" dialog with Client Name, Project Main Contact, Site Address, Billing Address and Project Contacts. Note: This will also happen when you select a client in the "New Project Wizard" dialog.

You can also import contacts to your project from your saved contact list.

ImportContacts.jpg

Basically, make sure to enter the complete address and contact data for a client in Clients and Contacts first and then create your project from the client.

I hope this will reduce your key presses.

10-12-2009, 08:54 AM	#3 (permalink)
Hemanth Member Join Date: May 2008 Location: Chennai Posts: 38	Use "Create New Project for Client" link If you don't want to type the same data for every new project for a particular client then try this out. 1. Go to Clients and Contacts group. 2. Create a new client with billing address, site address, primary contact and other client contacts. 3. Select the newly created client and click "Create New Project for Client" link. That's it. CreateNewProject.jpg 4. Now you will see the pre-populated "New Project Wizard" dialog with Client Name, Project Main Contact, Site Address, Billing Address and Project Contacts. Note: This will also happen when you select a client in the "New Project Wizard" dialog. You can also import contacts to your project from your saved contact list. ImportContacts.jpg Basically, make sure to enter the complete address and contact data for a client in Clients and Contacts first and then create your project from the client. I hope this will reduce your key presses.