Places

Places, a business establishment or office. Optionally, a task, assignment can have a place, and a user can have an office.

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

Field

Description

*Name Place name (up to 250 characters).
Color The color of place . This color is reserved for future use.
Region Which region this place locates. Select a region from the drop down list. To edit or add regions, go to the Regions view in the Clients category.
Description Text to describe the place.

To clone place:

  1. Click Projects -> Places button on the left side shortcut bar, select the place you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
  2. Modify if necessary, after modify, click the Save button.

To add place:

  1. Click Projects -> Places button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter a unique place's Name (up to 255 characters).

The following steps are optional:

  1. Select the Color of place
  2. Select Region of the place.
  3. Enter Description to describe the place. This is useful to help you and others remember the details of this place.

To modify or delete place:

  1. Click Projects -> Places button on the left side shortcut bar.
  2. Choose the Places from the list on the right side.
  3. Modify if necessary, after modify, click the Save button.
  4. Delete if necessary, click the Delete button.

Hints:

The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
Switch to the appropriate tab to add Notes, Phones and Addresses if have.

What do you want to do?

Learn more about Table View

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