Qfactor can help you find all OPEN projects for a customer. Qfactor can also help you quickly locate every proposal or project you’ve archived for a customer — all at once.

Watch this video of “Find Projects for a Customer”

(Or follow the screenshots and bullet point steps below.)

Find Open Projects

  • Select Projects from top menu or View Projects from the Dashboard.
  • Use the Search box and type any part of your Customer’s name.
  • The view will show OPEN projects for that customer.

Search for client projects with Qfactor

Find All Proposals, Projects or Archived for a Customer

If you want to find Proposals, Projects, and Archived all at once, then use Search All.

  • Select Search All from top menu.
  • Use the Search box and type any part of your Customer’s name.
  • The view will show ALL Proposals, Projects, and Archived for that customer.

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