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Sara Davis

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  1. Community
  2. How To

Recurring Projects - How??

I can't be the only one struggling with this, so I'm curious what others are doing to manage recurring projects. Many of our projects are repeated on an annual, monthly or quarterly basis (events, ...

  1. Community
  2. How To

Blueprint Customization based on Project Request

Currently we have our request form set to apply one of six blueprints based on a custom field we have for Deliverable (email, web/print design, etc.).  For example: Sally completes a request form a...




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