To view a list of all projects, open Projects from the main menu and select "View Projects". You will then see a list of all projects that have been saved in your Sonido account.
From this view, you have the ability to create a new project, filter or sort your project list by varying criteria, and take specific actions on the project records viewed in the list.
You'll notice that any projects that have a Target Completion Date in the past show in red text, indicating that the project is running longer than expected.
CREATE NEW PROJECT
To create a new project from the project list, select the "+ Create New Project" button. The project creation dialog will appear where you will populate necessary details to create the new project.
Keep in mind that converting a lead record automatically creates a project for you. In cases of repeat business, it's a best practice to create a new project tied to an existing contact from within the Projects page rather than creating a new (duplicate) lead record.
You can easily search through your projects by typing a project name or criteria in the search field, then press enter or press the search icon to the right of the search field. All relevant project records based on your search parameters will be displayed in the list. You may remove the text in the search field and press enter or press the search icon to remove the search and return to the main list.
FILTER PROJECT LIST
There are two different filter options for the project list - filters by Genre and Stage.
GENRE - You may select a genre from the filter picklist to view all projects that correlate with the selected genre in the filter. By default, the project list is filtered by "All". The list may be filtered by a single genre selection at a time.
STAGE - You may select a stage from the filter picklist to view all projects that correlate with the selected stage in the filter. By default, the project list is filtered by "All Open", which displays all projects that are not in a "Completed (Delivered)" stage.
SORT PROJECT LIST
All columns in the project list are sortable by selecting the name of the column in the column header. Depending on the data within the column, the list will be sorted alphabetically (A to Z, Z to A) or numerically (date - oldest to most recent, most recent to oldest). Selecting the column header multiple times will change the sort format.
As the number of project records in your Sonido account increases, you'll find that your projects begin to display on multiple pages within the project list. At the bottom of the project list you will find page selectors and a picklist to display between 10 and 50 project records per page.
PROJECT ACTION ICONS
The last column within the project list contains several action icons for each project record in the list. These action icons include the following:
VIEW - Selecting this icon will open the project to view and manage the project record. Alternatively, you can simply click the project in the list to open the project record.
EDIT - Selecting this icon will open the project to edit and manage the project record.
PHONE - Selecting this icon dial the phone number of the primary contact on the project record. This is a single-click link that is extremely useful from a mobile device when you are interested in contacting the band/group.
EMAIL - Selecting this icon will open the email dialog to send a communication to the primary contact's email address saved on the project record. The email will use your email address as the reply-to address in order to ensure that response communications are not missed. While the email composition window does not show your company logo, the email sent to the recipient will include a simple signature line with your name and company logo at the bottom for convenience.
DELETE - Selecting this icon will allow you to delete the project record. A confirmation dialog will appear where you will confirm that you want to delete the record. This action cannot be undone, so please be sure that you want the record deleted before moving forward.
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