Personalise – Project Setup User Guide

One or more projects can be added for any customer setup in ZotaBooks. By default, each time a customer is added to ZotaBooks a default project is added for the customer. The default project for a customer can be amended.

Projects are only available to a user when the user has been added to the project. No users are added to the default project.

New Client Chargeable Project
Learn how to add a new client chargeable project for a customer.

Edit Existing Client Chargeable Project
Learn how to add a edit an existing client chargeable project for a customer.

New Internal Project
Learn how to add a new internal (not client chargeable) project for a customer.

Edit Existing Internal Project
Learn how to add a edit an existing internal (not client chargeable) project for a customer.