Custom Contact: How Do I Edit a Project?

Custom Contact Module
Knowledge Base 2.0 article 541

Custom Contact: How Do I Edit a Project?

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Custom Contact is a powerful tool that can be used to build Workflow and Automation Systems utilizing Custom Letters, Custom Reports and a system scheduling tool called CRON.

The Custom Contact tool can be found on the left side menu of all of the major administrative modules.

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You can access the tool by clicking on the Custom Contact link and then selecting which version you chose to use.

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To access the News Directory click the News icon

To access the Date Directory lick the Date icon

PROJECT DIRECTORY

To EDIT a PROJECT job simply click the “BLUE ICON” button found at the end of the table row.

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Dashboard: PROJECTS require PEOPLE
A project requires a subscription base or people that are assigned to it that the tasks are to be completed for.

How do I add subscribers ( read article 545 )

Settings: (see below)

Components: PROJECTS require COMPONENTS
A project consists of components or tasks that it is required to perform.

How do I add components ( read article 555 )

Triggers: How do TRIGGERS work?

How do I add subscribers ( read article 545 )

View History / Log

How do I reset subscribers ( read article 552 )

EDIT SETTINGS
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EDIT SETTINGS

Here you can change the name of your job.

You can set a description of the job.

Set your job to “open” or “closed” Closed jobs will NOT run.

Suggested knowledgebase articles:

Custom Contact: How Do I Edit a Project?

Custom Contact: How Do I Edit a Project?

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