A customer project is a very special kind of project, and is only visible from Project Manager if you specifically request it. Customer projects are special initiatives between your business and your customer’s business.
Location: Trade Manager, Trading, Sales Assistant
Overview
This dialogue simply allows you to define a new project and assign it to a customer. Unlike the New Project form, there are no special types of projects. In fact, its biggest role is in assigning sales charges to specific projects that your customer may be undertaking: Customer Projects are designed to shadow your customer’s projects.
To complete the dialogue, you simply have to give the project a name and description, show how order numbers and the likes are managed, state the budget if there is one, and say who the key contact is for that project.
In saying you the contact is, invoices will still be addressed based on the information in customer set up: invoices will not be sent to the project contact.