Search, Browse and Find Contacts

In the desktop version of Abtrac, Abtrac 5 there are three options for finding Client and Project details.

Find Contact is a quick and simple pop-up, useful when you know what you are looking for.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data. It also links to the Projects Snapshot Summary which is a handy quick view of the latest timesheets, invoices, notes and work planning for a project.

Browse Projects is focused more at the project than the client level and includes current WIP details and Project Listing reports.

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Back to basics – Job/Project Status

Abtrac’s Job/Project Management suite has plenty of fields available to build a detailed, real-time analysis of your job/project progress and profitability. It is something that sets us apart from our competitors.

But before you get carried away with Milestones, Scheduling, Tasks and Budgets…spare some time for the humble Job/Project Status.

It crops up in quite a few reports, and you’ll probably find it pretty handy.

Keep it simple when using job status, between 3 – 6 options are usually plenty. Something basic like “Not Confirmed, In Progress, Started, On Hold, Completed” is often useful. Rather than micro-managing the status; you can add more detail in the Tasks(Stages) screen if needed.

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