Help CenterA Project in Caction serves as a folder to organize and manage both external and internal services, and as a contract for easy recognition and tracking of tasks and progress. You can configure your system to skip project selection when creating customers or jobs, depending on your workflow needs.
Benefits
- Configuring project selection settings streamlines your workflow by reducing unnecessary steps in the customer or job creation process.
- The "No Project Selection" option eliminates extra clicks and decisions, allowing for faster record creation and improved productivity.
- Optional project selection provides flexibility for different team members and workflows while maintaining organizational structure.
- Simplified record creation reduces training time for new team members and minimizes user errors.
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At the desktop’s navigation bar, go to User Management > User Account Customisation.
Open User Account Customisation Page Here: https://system.caction.com/uac
*Note: You must have access to User Management menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.
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Click the “pencil” icon beside “Company Settings”.
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Click “Control Settings”.
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Scroll down to “Project Settings for Users”.
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Select the option you want.
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Click “Save Control Settings”.
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Click “All Users”.
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Click on the “Save” button.
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The project selection was saved successfully when this prompt appeared.
Project Settings for Users
| Terms | Description |
|---|---|
| Project Selection Required | Users must select a specific project before proceeding with any actions or tasks. |
| Project Selection Optional: Set a default Project manually | Users can manually set a default project, but selecting a project is optional for tasks and actions. |
| Project Selection Optional: Latest Project created as default Project | If no project is selected, the system will automatically use the latest created project as the default, but users can still select a different project if needed. |
| No Project Selection: Selected default Project automatically chosen | The system will automatically use a pre-selected default project for all tasks and actions, without requiring users to select a project. |
| No Project Selection: Latest Project created as default Project | The system will automatically set the latest created project as the default for all tasks and actions, without requiring users to select a project. |
*Note: “No Project Selection” will cause all the items relevant to Project to be invisible.
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