The summary view displays information about the design project.
- Work Area Summary Header - key details about the Design.
- [Edit] button to quickly open the Design Edit view.
- Design Work Area Menu - shortcuts to the relevant area of interest within the work area.
| Bookmark | Description |
|---|---|
| Details | Name, Builder, Primary Contact and Notes relating to the design |
| Opportunity Activity | Activity details that may be relevant for the project |
| Documents | Lists attached documents with search and filter options |
| Notes | Add private notes |
- Details tab summarises all important information related to the design.
- Opportunity Activity lists the current status of the when created as a sale within the Sales module.
To add documents to the work there are three options:-
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Search] - to search within documents that have been attached to the work for the account.
- [Clear Search] to clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
- Notes - displays the private notes relating to the design.
- Click [Edit] - to open the Edit view to edit or add notes.
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