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Work with Projects and Accounts

When working with projects and accounts, you can do the following:

  • Remove Information from a Project

  • Add a New Project to the System with UDF/Custom Field Value

  • Get a Project Name

  • Find an Account Registered in the System

  • Update Contact (User and Client) Information

PreviousView the Inputs and Outputs of a Process/Stepchevron-leftNextRemove Information from a Projectchevron-right

Last updated 1 year ago

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