CRM & clients
Client details, contacts, notes and documents.
12 articlesHow do I use custom fields?Add your own information to projects, tasks, contractors and service tickets.CRMIn IC Project, you can create your own contractor base easily. In the CRM module, you can monitor all information regarding your...How to add a new contractor to the CRM?To add a contractor, click , then press and complete the data in the window.How to update or remove the selected contractor?Go the CRM module from the left menu. From all contractors, pick the one you wish to update. Click to the right of the selected...How to add a contact person to the contractor?You can do it in two ways.How to update or remove the contractor’s contact person?To edit the data of the contact person or to remove him/her, go to the CRM module in the menu on the left side. Go to the Contact...Creating contractor notes in the CRMThe CRM in IC Project includes also a set of notes that can be assigned to contractors. Are you having a meeting with the client, a...Editing and removing contractor notesTo edit the note or to remove it, go to the CRM module in the menu on the left side. Go to the Notes tab and click at the chosen...Calendar view and locations in the CRMIn the calendar available in the CRM module, you can create events to be assigned to the specific contractor. This way, you can...Management of account managers in the CRMThe account manager is a person from your company that has been assigned to the given contractor.Management of contractor’s filesProper file and document flow in the company is a priority. Access to files in a clear and organised manner is the basis for proper...Invoices in the CRMAll invoices issued from the level of the CRM module are displayed also in the Finance module. There’s, however, a slight...