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Tips & Tricks

Copy Project Notes

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  1. 03/24/2007 11:15 am  
    If you are and Administrator level user you have the ability to copy project notes. Why would you use this? Say for example that you have a regular contract/project that turns into a retainer/maintenance arrangement. All of the project notes from the original project (billing instructions, login information, etc.) can easily be copied to the new retainer with one click. It's a timer saver.

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