List of paragraphs:
- Objects list
- Creating new object
- Reviewing object
- Creating related entries
- Editing and deleting
- Objects import
Objects module helps to manage project or sale result, provided to a customer.
To see objects list, use module Objects. See full list or select type:
To find a specific object, use Search or filters:
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.
- To create a related entry to object, select type, for example, Tasks, and click New task:
- Describe task and save.
- Task will be available in object card and in Tasks module.
- To create related task, also use this button:
To edit or delete object, use Options:
Also, choose to review and select button Actions:
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.