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.
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.
