Dashboards ProjectProject Management – Dashboards RapidStart CRM Project Management Addon adds the following two Dashboards, accessed from the sidebar (1): Project Metrics Dashboard Project Activities Dashboard You can switch between dashboards with the selector (2). An example of the Project Metrics Dashboards is shown below:… Read More
Project ScheduleProject Management – Schedule The RapidStart CRM Project Management Addon includes an interactive “Gantt” style Project schedule. On the Project Form “📅 SCHEDULE” tab. This displays all Active Project Tasks for the Project. Note: Self-Performed Tasks are Purple, Subcontracted Tasks Blue and Milestones are Black. The Schedule is also fully interactive. Drag a task left… Read More
Project SubcontractorsProject Management – Subcontractors Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (Subcontractors). Creating Subcontractors Subcontractors are Account and/or Contact records where the option “🛠️ Is Subcontractor?” has been selected. Once selected and saved, the Account or Contact forms will transform to display information relevant to… Read More
Opportunities – ProjectProject Management – Opportunities If you are using the full RapidStart CRM App, you will see some additions to the Opportunity form. Opportunity Record Form (1) A New “🚀 Quick Steps” Button has been added to “Add Project”, this will convert the Opportunity into a Project (It is not necessary to mark the Opportunity as “Won”)… Read More
Project TemplatesProject Management – Templates Building a Project with many Project Tasks can take some time. To save a lot of time creating similar projects, the RapidStart CRM Project Management Addon includes a Project templating system. This is one of the most Powerful features of the RapidStart CRM Project Management Addon! Creating a new Template from an… Read More
Accounts – ProjectProject – Accounts The RapidStart CRM Project Management Addon adds some features to the RapidStart CRM main Account form and also includes a new “Project-Focused” Account form for the Project App which is shown below. You will also notice that tabs for Opportunities and Cases as well as “🚀 Quick Steps” for those have been removed… Read More
Contacts – ProjectProject Management – Contacts The RapidStart CRM Project Management Addon adds some features to the RapidStart CRM main Contact form and also includes a new “Project-Focused” Contact form for the Project App which is shown below. You will also notice that tabs for Opportunities and Cases as well as “🚀 Quick Steps” for those have been… Read More
RapidStartCRM Project Management Addon OverviewRapidStart CRM Project Management User Overview What can you do with RapidStart CRM Project Management Addon? As a User, you can create Projects. Projects can be “single-level” for simple projects, or “multi-level” with sub-Tasks for larger projects. Projects can be created from Accounts, Contacts or Opportunities with a single click. If your projects are similar,… Read More
Project TimeProject Management – Task Time A feature of RapidStart CRM Project Management Addon is the ability to enter Time spent on your Project Tasks. Task Time is recorded as a two decimal number for flexibility. You should decide what unit of measure you are going to track your Time by: Minutes, Hours, Days, etc., then use… Read More
Project ExpensesProject Management – Expenses A feature of RapidStart CRM Project Management Addon is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project level. Add Project Expense Budget and Expenses On the Project form “📘 PROJECT SUMMARY” tab above, or the “💲PROJECT EXPENSES” tab below Viewing Expenses You can view… Read More