View by client
We hold a weekly meeting where we talk through projects by client and resource accordingly. A holistic client view would be essential for us to continue past the trial period.
Hi, you can do this via the custom fields or groups. If you set up your clients in custom fields you can easily filter out the scheduler by client. Or you can use a group as a client name and filter that way in the group itself.
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Hi Andy,
Thanks for your comment. Have you tried adding clients as groups. At top of each group you have an 'All Group Bookings" which will give you a holistic client only view of all projects and resources going on for that client.
does that work?
Best, Support