Update project

Goal

Update a project in the system. Changes are saved automatically, so you do not need to click Save.

From the main menu, click CRM.

Click Project to open the list. You can also go directly to projects.

Click the project you want to update to open its details.

Blue text indicates a link to the current information. Click it to open the linked record.

Click any field you need to change and enter the new value. The system saves changes automatically. When you finish your edits, you are done.

There is no Save button. Edits are saved immediately. If you change something by mistake, manually restore the previous value.

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