Projects in Client View
complete
K
Katherine Pacheco
G
Geoff Mina
marked this post as
complete
The projects are all listed on the main overview screen in the client detail view.
K
Katherine Pacheco
Can we please add a Projects Tab in the Clients view. I have to go to Project List to see projects but if Im already in the client view id like to see a Project tab to see the Projects that the client has and filter by Active and Inactive/Complete
Paul Burns
Katherine Pacheco Like this: ?? I get it... when I'm looking at a client I like to be able to go through the client as a client... not everything about the client, but then to see their projects/task have to go out to the projects tab, then find the client again, and open it there, and then click on tasks... Just a quick link in this menu to take as their projects page... not a big change, just a link.