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Tips and Best Practices

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  • Use Templates: Check cbTemplates to filter for reusable project templates; copy them via qryCopyProjects for new projects.
  • Organize Components: Use MoveComponent (miComponentMoveUp/Down) to reorder; always refresh after to maintain order_id integrity.
  • Filter Materials: Enable cbFilterMaterials for focused views; disable for all materials under a component.
  • Schedule Strategically: Use pmActions > pmScheduleProjectAll for full scheduling; choose include_days_id (e.g., miScheduleEveryDay) based on team availability.
  • Batch Operations: Group moves/copies and call btnSaveClick once; reduces database hits.
  • Show Notes: Toggle cbShowNotes for quick reference; edit via miViewEditNoteMaterial (opens frmNote).
  • Export Materials: btnExportMaterials for data export; implement custom logic if needed (not in code).
  • Team Assignments: Use contact_id_team in tasks for group assignments; lookup via qryContactsLu.
  • Performance: Close details (qryProjectMaterials.Close) when not in use; use indexes on order_id for large projects.
  • Validation: In BeforePost events, set date_modified/user_id automatically for audit trails.

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