Header Block

Overview

We've added a new central header on the Project Page to help provide:

• Key information at-a-glance
• Project Actions
• Client Actions

Key Information Available

• Project Identifier / Name
• Project Status
• Project Type
• Project Description
• Start Date and End Date
• Origin and Destination locations
• Primary contact info including name, email, and phone number

Project Actions

Users can now easily edit project information and convert projects to Training or Real

Steps to Edit Project Information

1. Click on the 3 dots near the Project Title

2. Select Edit project name & description 

3. Make edits and Save

Steps to Covert Project from Real to Training 

1. Click on the 3 dots near the Project Title

2. Select Covert to Training

3. Now click Confirm to finalize your selection 

Tip! This same process works in reverse, to convert a Training job to a Real job

Client Actions

For the primary contact, users can quickly compose a new email from an email template, access the SMS widget, and view the client profile page.

Options under Email

The 'Compose' options will automatically update based on what Email Templates are set up within your account

Options under Phone Number

The 'Compose' options will automatically update based on what SMS Templates are set up within your account

Have any remaining questions? Please reach out to [e-mail] and they will be glad to assist!