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

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Click on the tiny down arrow in the search field located at the top of the header bar.
  3. You can view the "Advanced Search" pop up as shown in the image below:
    customer search
  4. Start typing in the "Customer" field, as it auto populates existing customers.
  5. Click on the "Search" button to obtain the result.
  6. You can view the search result as shown in the image below:
    save as view

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