To open the project information screen, select the information icon located at the lower right corner of the project tile in the project list. This icon also appears within the file itself at the bottom left of the navigation bar and provides the same function.
If the project is for a new customer, enter the necessary details under the Customer and Job tabs, then choose "Create Customer" under the Customer tab. NOTE: This Customer will now appear in RFMS and the quote or order number from the project will be associated with that Customer.
If the project is for an existing customer, you can edit any necessary fields and then select "Update Customer" under the Customer tab.