Projects

hyper allows its users to manage the projects of the organization. This tab is used for creating new projects, manage and follow each of the organization's projects.

Projects

Introduction

The main page allows to search for the required project, by using the search field. After choosing the required project, double click to open its card in order to view and manage the following:

  • Main - The authorization to view this project.
  • Additional Contacts - The contact persons for this project.
  • Relationship - The meetings, phone calls, Email messages, Service Tickets and Audio Recordings of this project.
  • Documents - The files and documents of the project.
  • Modification log - The list of modification made in the project card.

Search for a client

The searching field at the top of this tab allows to search for existing projects of the organization. Fill in the Project Name / Number / ID and press the Search button, to display its card. Filling in a partial Project Name / ID Number , will display all of the projects cards that contain this content in one of these fields.

Alternatively, the system allows to use the Search Wizard button, in order to search for a project by using customized filters, according to the users needs and the organizations requirements. This wizard allows to create permanent filters, that will be available to any user according to authorizations.

Search Results

The table in this window displays the searching results. This table displays all of the projects cards that contain the required identifying details. Each row represents a different project card as well as its details (The displayed fields can be customized by the user). The user can choose to display additional or different information fields and define the Fields Layout and Rules, according to the needs and the requirements.

Create New

In order to create a new project, press the Create New button. This button will open the Project window with the following two tabs:

  • Main - At the top of this tab, define the Project Name, its ID Number and the default currency for the formal documents. Additional fields can be added according to the user preferences. This tab also allows to define the authorizations for this project.
  • Additional Contacts - The contact persons of this project.
Press the Save button to save these details and create the project card. The following tab will be available after saving the project card:
  • Relationship - This tab contains the information about all of the phone calls, meetings and correspondences related to this project. For further information, press here.
  • Documents - All of the documents and files, related to this project. For further information, press here.
  • Modification Log - The modifications and updates made in the project card. For further information, press here.