Projects - Customers

 When I go to my Projects, I see the project name, the status, my name, the pipeline but the most important thing is "The Customers name" How do I add the customer to the project main screen so I can see it on the listings. I would also like to click on the customer and see all projects for that customer right on the projects page. This is more important than anything. Am I missing something?

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  • Hi Brian, you can add the customer (contact or organization record), as a link to the project. See the About tab, right down the bottom, Add New Link function. Just enter the customer name, it will be found by search, select and the link will be made.

    Once linked, the customer will not still not show on the Project list page, but using Advanced Reports you list projects and their linked items (including customers). 

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  • In Opportunities, you can add the Organization column. But not in Projects. Seems weird that such a work around is needed for a simple idea.

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