How to add a new company, contact or project

1. To add a new company, click on companies in the 'main menu', and then click 'Add new'.

Insert all of the relevant information to that company, assign it to a team member/or yourself and then click, 'Create company'.

 

2. To add a new contact, click on contacts in the 'main menu', and then click 'Add new'

Insert all of the relevant information to that contact, assign it to a team member/or yourself and then click, 'Create contact'.

 

3. To add a new project, click on projects in the 'main menu', and then click 'Add new'.

Insert the relevant information to that project, which may include; name of project, description and client company name with which the project is connected.

Choose the project status. Project status describes what part of the project lifecycle the project currently exists within.

To affiliate the new project with a company, start typing the company name in the box provided. tiny+ will search your company records to see if the company exists in tiny+. If tiny+ finds a record of that company it will display the result below the text box.

Click on the affiliated company that reflects the correct result of your search. Once you have clicked on the company the text box will turn green to reflect the chosen company.

Next, assign the project to a team member/or yourself.

Include a project address so tiny+ can place the project on a map for location convenience. Click 'validate' to verify the correct address inputted into the project address box.

To finalise the project, click 'Create project'.

 

 

 

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