The system is configured in the following hierarchy: Client>Product>Project>Job.
The projects and jobs created in the system will always relate to a specific client and product. The following steps will guide you on how to create, edit and deactivate products:
- Go to the "CRM" tab and select a Client.
- On the Client page scroll down until you find the "Products" tab.
- You will find a list of all the products that were created for that client.
- To add a product click on the button and fill in all the relevant fields.
- To edit a product you should click on the and edit the information as necessary.
- To deactivate a product simply select the product you want to deactivate, click on the and untick the "Active" checkbox.
- Don't forget to click on the disk symbol to save all your changes.