Portfolio/Customer

If your company has several customers, you had better define your customers in the system. This will determine tasks of which customer are being performed. You can also receive the report of each customer separately. By defining customers, you can connect the contracts and projects to them. If you have this permission, the term “Customers” will be added to the “Basic Definition” menu, so that you can add or remove customers.

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