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Jun 23, 2019 4:04 PM UTC
Question

Can I add a product from products into a project?

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1 reply

Jun 23, 2019 6:31 PM UTC

Hello there, @daniel-harcus. 

 

Yes, you can enter an additional product if you're trying to edit the transaction created for that project. Let me show you how:

  1. On the left pane, select Projects.
  2. Click the project name in the PROJECT/CUSTOMER column. 
  3. Select the Transactions tab.
  4. Find and click the transaction. 
  5. In the PRODUCT/SERVICE column, select the product you want to add.
  6. Enter the information needed. 
  7. Click Save and close. 

If you're referring to something else, any additional information is highly appreciated.

 

For future reference, you can check the following article for some FAQs and essential tips about projects: Projects.

 

That should get you pointed in the right direction.


Please let me know how everything turns out. I'm always here to keep helping. Have a good one!