The Sample Project
Start a New Project
Now that you have a basic understanding of how to get around LoopLink lets get down to work and really use it.
First thing we need to do is start a new project. Click the
button in your tool tray.
Client Information Page
If all is well in the world, you should have a screen much like the one shown below in front of you. Notice that the Right Side Bar is blank and all of the buttons in the Tool Tray except new project are inactive. This is because you need to put a minimum of the information marked *required before progressing further in your project.
Enter the following into the corresponding fields on the page. Not all of this information is required but it will serve to show you how the information will be included in the rest of LoopLink as you work through a project.
| First Name: | John |
|---|---|
| Last Name: | Doe |
| Company: | John's Plumbing and Heating |
| Street: | 1102 Lincoln Lane |
| Country: | United States |
| City: | Boston |
| State: | MA-Massachusetts |
| Zip: | 02101 |
| eMail: | john@jph.com |
| Primary Phone: | 888-888-8888 |
| Secondary Phone: | 888-888-8889 |
| Fax: | 888-888-8890 |
| Notes: | This field is for you. The contents will not show up on any of your reports and can only be seen on this screen. |
Buttons on this Page
 |
Sends an e-mail to the listed address through your default mail program. |
Page Action Buttons