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Project manager lets you set up new projects, deals and/or client files
and track the project's communications, sub-projects and
activities.
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Launched from the Resources menu, project manager software provides the facilities to
record the project's tactics and actions, attach and track relevant
documents and set up and link sub-projects.
In addition to the above downline linking, project manager provides
upline linking to other projects or contacts.
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Features and functions:
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Unlimited history and tactics tracking, organized by date
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Qasper visualization: project to activities, project to tactics, project to sub-project (with unlimited
downline sub-project visual linking)
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Reference assignment and start/complete date fields
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Type specification, with customizable types
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Group specification, with customizable types
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Value specification, with customizable values
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Status tracking, with customizable status items
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Owner contact or project info, optionally linked upline to the Contacts module or another project
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Document attachment
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Assign to Hot! list in home page
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Qasper's unique 'check for changes' to ensure changed records are saved
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Unlimited custom fields
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Cloning options. Create a new record - Appointment, Message, To do, Email from the help desk record
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Print option
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Standard exit to list view
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