Ajera CRM populates this field with the
project number of the
project that you select.
Phase
Click
and select the phase from the
project's phase lookup
If the
project has some phases with tasks and some without, you must separate them into two processing runs. You cannot mix their rows in the same grid.
Name
Ajera CRM populates this field with the name of the
project.
Lookup/Insert
Click this option to insert a new grid row and open the
Project Lookup.
Insert
Click this option to insert a new grid row.
Delete
Click the row to delete and then click this option to delete the selected grid row.
and select the phase from the
project's phase lookup
Insert
Delete