Qfactor Tip: Find Projects for a Customer

 

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

VIDEO DEMO of Find Projects for a Customer, click here.

Or follow the screenshots 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.

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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