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In this section, user can create new Channel. Channel is the source from where you received the project (e.g. Inhouse project, oDesk, Elance, B2B, B2C etc). This helps to keep a track of the projects coming from which source. To create a new channel follow the below given steps.
For an instructional demonstration video click here.
1. Go to Full Menu > Configuration > Company Setup > Channel
2. Click the 'Add' icon.
3. Fill in the required information.
4. Click ‘Save’ to create it.
To edit: Click on the Channel in listing and make the required changes.
To delete: 'Tick' mark the Status in Channel and remove it by clicking on 'Delete' icon.
To enable and disable Channel: In 'status' column, click on the 'Cross' icon to enable or 'Check' icon to disable the Channel.
To search the Channel: Type the name of the Channel in the search bar and click on 'Search' icon.