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QUICK TIP - Search Clients, Contacts & Projects

Posted by William on 14/07/2015

In AbtracOnLine you can search and quickly access a range of project related data from Clients, Contacts & Projects > Search.

The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data.

It’s also a handy place to browse information before drilling down to specific client details.


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Topics: Tips and Tricks

QUICK TIP - Abtrac's easy to use maintenance screens

Posted by William on 06/07/2015

Abtrac and your maintenance screens

One of the features that Abtrac has to make all your data entry more streamlined is commonly used entries that you can select from drop down boxes. These are items that you will use all the time but often once they are entered they won’t change. The list of maintenance screens include:

  • Activity
  • Department, Teams
  • Disbursements
  • Project Status
  • Project Types
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Topics: Tips and Tricks