How to attach a project to a customer?

I have a project which is already active. However the project is somehow not attached to the customer (who is created and active). Does anybody recognise this issue and can you help me by explaining how can I attach this project to this particular client?

thanks!

Mark Meester July 19, 2013 14:13 Answered

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Hi Mark,

Once you select your project and click on the Icon panel on the right hand side - the second choice from the top represents customers. The customer tab displays all customers linked to the Project selected and allows you to add or remove customers as well as add a new customer into the system. Customers can only be linked to Projects, and therefore, this tab is only available when a Project is selected from the grid view.

Hope it helps!

Bea

Bea Genthner July 19, 2013 16:33 0 votes

Hi Bea,

Thanks for this answer, it works!

Mark

Mark Meester July 22, 2013 06:09 0 votes

How to attach a project to a customer?

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2 comments
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