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Project Settings Tab of the New Order Form

The Project Settings Tab will  of your custom order form will only be present if you have checked the Create Project Setting for the option on the General Settings Tab. These settings are specifically for configuring how the project fields are preset on the form. Placeholders are provided to make this configuration easier and may be viewed by clicking on Placeholders in the text located above the Project Fields header.

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You may see this information by viewing the Project Details on the Project Settings Tab for the appropriate project in the system. To access this information, click on Projects in the toolbar and then click on Select next to the appropriate project after the order has been submitted.

This information is essentially copied from the order form to the project details to ensure all information is provided for the service/work. Additionally, any custom comments, etc. added to the user option project settings will appear here as well. 

External clients will not be able to see all of this information. They may view the order by clicking on Orders in the toolbar and then clicking on Select next to the appropriate order. They will see the Contact Manager, Reference Number, Deadline, and Received Date, but will not be able to see items such as Internal Comments.

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