Project Details

A clean layout, logically group fields and intelligent ordering of Companies into role groups against the project characterise the new Project Details page.

Status icons are shown top right (as for the Project List) and the tick box indicates if the project is ticked on the Project List page.

Any action chosen in the dropdown box will only act on this project alone (regardless of the “selected” tick):

  • Add to My Leads
  • Add a Watch
  • Print
  • Extract
  • Mail merge
  • Permanently Hide
  • Remove from My Leads

If the user has the Company & Contacts service then each company name can be clicked to go direct to the company details or use the List Companies button to view the involved Companies in a company list.

Project Notes tab

Here a user can edit and save their own notes and view other users’ notes where Sharing is turned on. Sharing is set in CARS for a whole company account.

Project History tab

Displays dates and type of certain (not all) updates to that were made to the project. Feedback can be submitted to the Research team here as well.