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Project Management Filter on client

jan dijk shared this idea 5 years ago
Under Consideration

When you work with project management and have a lot of projects you cannot filter the list by client!! you need to add for eachname the client name to beable to filter. a better filter or custom filter option is required

Comments (4)

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Or add a Projects tab to the Client Profile.

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I need to be able to filter by client, withing the specified time frame, not by due date. We bill monthly. I don't need to see how much we billed from the life of the project. If I say "filter by date" I want it by a specific date range. Without this, billing is a nightmare and takes a lot longer to do than necessary.

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I'd like to see Client in the Project and Task lists.

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Joshua D Brewer wrote:

Or add a Projects tab to the Client Profile.
In the customer profile there is a button to see his relevant projects.