Add a "Client" view to the Project page
Patrick Campagnone
When going to the Project page, I'd love to be able to select a client and see only their projects. Like if the default view was a list of clients or, boxes with the Client name, # of projects.
Currently, when I go to the Projects view, I need to sort by "Project Name," and then sort by "active". Once I click into a project I need to access and go back to the "Projects" window when finished, I have to do it all over again, usually dozens of times a day.
I'm sorry if I am missing or not correctly using the current feature.
Jonathan Ramos
Hey Patrick Campagnone , if you wanted to get a view of projects (and documents) that you have with a specific client, you can go into the 'People' page from the side navigation, select a client, and click on the 'Projects' tab from there. Would this help solve your needs?
Patrick Campagnone
Jonathan Ramos: I don't think so. If i understand your process, I still need to hit 3 or 4r buttons to simply see a list of projects associated with a client. And in some. cases I have 3-4 people at the. same company. My suggestion comes from clicking PROJECTS > SORT BY STATUS > ACTIVE > SORT BY NAME >. CLICKING THE PROJECT dozens of times a day.
Jonathan Ramos
Hi Patrick Campagnone , got it, thanks for clarifying! We'll pass this feedback on to the team.