Associating projects with clients
FollowProjects can be associated with clients: when you view or print a client you will have all the vacancies
and projects associated with the client grouped together.
To associate a project with a client:
- Click on Other > Clients
- Search for the client using the Quick search field or the Advanced search form
- Click on the edit icon
- Click on the New project link available at the top left in the context menu
- The project form will be displayed with the client field already filled. Fill in the other fields as required
- Click on the Save button at the bottom of the form
You can always associate the project to the client by editing it and setting the Clients field to the required
client.
Comments
0 comments
Please sign in to leave a comment.