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How do I view a list of projects for a client/customer?
Updated on June 30, 2017 07:29AM by Admin
Projects App allows you to perform simple and advanced searches. You can view your projects for a client or customer using advance search. Lets quickly go through the following steps.
List of Projects for a Customer
- Log in and access Projects App from your universal navigation menu bar.
- Click on the tiny down arrow in the search field located at the top of the header bar.
- You can view the "Advanced Search" pop up as shown in the image below:
- Start typing in the "Customer" field, as it auto populates existing customers.
- Click on the "Search" button to obtain the result.
- You can view the search result as shown in the image below:
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