Versions Compared

Old Version 15

changes.mady.by.user Karl Burkum

Saved on

compared with

New Version 16

changes.mady.by.user Christy Kolle

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

About Project Information

MetaField Project Informationlets users you store project information on their a mobile device for quick access, even when the device is offline.

The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity.

...

Info
  • The most common examples are client contact information & project accounting information.
  • Project Information can be saved for up to

...

  • 15 projects.
  • Information shown is read only. 
Info
  • Project Information is populated from your company’s source
systems
  • systems 
    (i.e. other applications your company uses to manage their business – accounting, CRM, and/or Project management systems.)

How to Save a Project to Project Information

First, select
  1. After select Project Information from the Field Home Page, choose Search for Project.
Next, select
  1. Select a project from the Recent Projects list
, or search for a
  1. or look-up a different project using the Search Projects button.
Once a project is selected, it is automatically saved and displays on the Saved Projects list that is shown on the first screen within the Project Information area. 

...