Keep track of all project details on one screen
Similar to the Name Record, you can also use the Project Record to stay on top of everything related to a project.
- Track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans. Note that Customer Manager doesn't include project management software such as Microsoft Project, It allows you to attach a project plan to a Customer.
- Set pop-up alerts to remind you of important tasks and appointments, ensuring nothing slips through the cracks
