RapidStart Project – Accounts

RapidStart Project adds some features to your environment, like a new “Project-Focused” Account form for the Project App, which is shown below.

On Form Video available!

Project Account Record Form

On the Account Record form, you will see some new additions.
(1) A new tab for “🛠️ PROJECTS”.
(2) A new “🚀 Quick Steps” button to “Add Project”.

Projects Tab

Clicking on the “🛠️ PROJECTS” tab will open the list of related projects.
(1) You can open a Project record by clicking on the “🛠️ Project Name”. (See “Projects” in the documentation).
(2) You can also Add a Project from here by clicking the “🚀 Quick Steps” button.