All Collections
Manage Your Clients
How can I track the activity of my contacts?
How can I see all the projects and their statuses for a client?
How can I see all the projects and their statuses for a client?

Here's how you can use your project list to search for clients and use the custom columns to get all the information you need.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago


Let's say you'd like to know how many signed projects you've got coming up for a client.
You can use your Project List to search all projects by client, and even filter down by status by clicking the yellow, blue, red, etc 'flags' at the top of your Project List.

If you'd like to dive deeper, you can use the Custom Columns to sort by amount due, contract total, and so on.

Did this answer your question?