Link a customer to a project

You have the possibility of linking a customer to one or more projects depending on the sites, the charge accounts or even the events to which he is linked.

To add a customer to a project, go to his file by clicking on "Sales" and then on "Customer list" in the left menu, then select your customer :

Once your client's file is displayed on the screen, click on the "Projects" tab :

Then click on "+ Projects" :

The list of projects is then displayed. To link the client to a project, click on the "+" button in the "Link" column :

If you want to create a new project, click on "Create" at the bottom of the page :

Once your client is linked to the project, you can consult the list of projects to which he is linked in the "Project" tab of his file. If you want to remove your client from the project, click on the delete button in the corresponding line :