Linking projects to the Clients section
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To link projects to clients, you will need to add the field
Full client name to the Projects form by following these steps:
- Settings > Applications > View and Form Configurator
- Search for Projects > Enter the project form
-
Open the folder
Fields > Drag the field
Full client name
- Save
Afterwards, you can create the project directly from within the client:
- Click on More > Clients
- Open the relevant client > click on New > New project
- Fill in the fields (Project name, Project manager, Start date)
- In the Full client name section, select the client you want to link the project to from the available list
- Click Create
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