To activate this field, enter and save a phase identifier in the
New Phase field and click
Run. Click
and select the phase from the
project's phase lookup.
Name
Ajera CRM populates this field with the name of the
project selected in this row.
New Phase
Required, until you enter and save the new phase's identifier and click
Run. After the phase is enabled, this field displays the selected phase's identifier.
New Task
Enter the new task's identifier and click
Run.
New Name
Ajera CRM populates this editable field with the
project name.
Use it to enter the name for a new phase or task before enabling it.
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, then click this option to delete the selected grid row.
and select the phase from the
project's phase lookup.
Insert
Delete