Suggestion: Creating projects based on customer
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‎08-12-2022 12:03 PM - edited ‎08-12-2022 02:30 PM
Hey all, wanted to put forward a suggestion about changing how projects are structured in ST. Right now, you can only create one for jobs at a particular location. What I'd like to see is a way to create a project based around a particular customer, so that if there are multiple jobs at different locations, but all being billed to the same account, there's a way to group those all together.
Edit: Idea is posted under COMMUNITY-I-1489 (cheers @michael21 )
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Project or Jobs-Project Tracking
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‎08-31-2022 01:30 PM
This is exactly what I am looking to do !!
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‎08-12-2022 02:31 PM
Thanks @michael21 - just updated it 🙂 Still getting the hang of all this
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‎08-12-2022 02:27 PM
This is an excellent idea, @bdanielson. I am glad you also put it in ideas, (I voted for it). For future reference, if you post the ideas section reference and suggest others vote for you suggestion, you'll probably get better results. The projects based on a customer idea you posted is COMMUNITY-I-1489.
