How-to Guides
Configure your account, users and business settings.
By Ben1 author6 articles
- How to merge duplicate companies or suppliersCombine duplicate client or supplier records into one kept company, and see what moves, what stays, and which permissions you need.
- How to set up Locations and Base CodesTurn on Locations, add or edit a site, and understand Base Code (auto vs manual) and how it appears on opportunities and projects.
- How to add a project statusAdd, edit, reorder or remove delivery project workflow statuses under Project Settings so every project can use them.
- Drum Onboarding #2 - Setting Your Key Business Data đź“–For Drum to help you kick operational goals, it needs some fundamental data about your firm. These details only need to be set up once.
- Add custom fields to projects for filtering and reportingCreate Select custom fields such as Project Type or State, attach them via Project Settings or Opportunity Settings with Primary ticked, then use them as list columns, filters and Excel…
- Adding primary project rolesLearn how primary project roles control Insights filters, including the people filter in Progress Claims.