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Apprentice
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Hello all, I'm wondering if the following is possible...

For each new project I create I would like to create a template that I can save and print off (possibly as a label) that contains all the relevant information about that project; Project name, the client with some contact details, project start date, end date (or deadline) and a few extra fields that I have defined as type, media, delivery method etc. I will stick this job bag to the front of a cardboard folder that I keep all project work in.

Is creating a report the best way to do this? If so, what is the best area to do this in? Clients or projects? I always seem to have trouble finding dynamic text functions for projects when I am in a client area, and vice versa.

Any advice?

Thanks and regards
Anthony
 
Posts: 1 | Location: Germany | Registered: February 13, 2010Reply With QuoteReport This Post
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Marketcircle    Forums  Hop To Forum Categories  Billings  Hop To Forums  Creating Estimates and Invoices    Making a job bag label

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