Objects

List of paragraphs:

Objects module helps to manage project or sale result, provided to a customer.

Objects list

To see objects list, use module Objects. See full list or select type:

To find a specific object, use Search or filters:

Creating new object

1
Press New object:

2
Insert details. Mandatory fields are marked *:

3
Save.

Reviewing object

To review object, go to the list and press on object name:

See all the information about the object. On the upper menu you can select to view related tasks, timesheets, files, Gantt view, tickets, sales, notes, contracts and change log.

Creating related entries

1
To create a related entry to object, select type, for example, Tasks, and click New task:

2
Describe task and save.
3
Task will be available in object card and in Tasks module.
4
To create related task, also use this button:

Editing and deleting

To edit or delete object, use Actions:

Also, choose to review and select button Actions:

Objects import

There is a possibility to import objects to Hanna CRM system from csv, xlsx, xls format files. Select Objects module and press Import:

Add file and press Parse import file:

Map system fields with information in your file. Press Import:

New entries will be created from the information in your file.

Object Type and Status settings are available here.

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