Portfolio/Customer

Customer

If your company has multiple customers, it’s recommended to define them in the system. This helps identify which customer’s tasks are being performed. You can also generate separate reports for each customer. By defining customers, you can link contracts and projects directly to them. If you have the necessary permissions, a “Customers” option will be added to the “Basic Definition” menu, allowing you to add or remove customers as needed.

If you want to record more information about your customers, add custom fields using the gear icon. (below image)