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ADMIN - Customizations

  • Task Statuses & Project Closure
  • Customizations - Billable Categories
  • Customizations - Billable Types
  • Customizations - Add Billing Rate Overrides
  • Customizations - Document Types
  • Customizations - Tax Rates (Configure and Apply Sales/Service Tax Rates)
  • Customizations - Contact Types
  • Customizations- Project Statuses
  • Activity Types
  • Forms
  • Status Transition Rules
  • Project Template Tasks
  • Project Workflows
  • Adding Entity Types in Customizations
  • Admin - Client Custom Fields
  • Delete All Tasks in Project Templates
  • Admin - Custom Fields Reorder
  • Project Templates
  • Enter Multiple Subtasks In a Project Template - Copy/Paste
  • Customizations- Locations
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