Projects Card

All Projects are associated with a Customer. On the Customer Detail screen, the Projects card displays by default all Open projects for this customer. From the Projects card, you can:

  • Search for a Project
  • Select a Project (and view that project’s details
  • Create a New Project
The Projects card on the Customer Detail screen.

Searching for a Project

The Search feature is especially helpful if you have previously completed a project and need to find it to review its content. (a Completed project cannot be reopened!).

SEARCH ICON  Use the Search icon to search for a project.

Project Search feature.

NOTE:  Completed projects cannot be reopened.

Create New Project

The Add icon allows you to create a new project for this customer.

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