Manage customers window - Process Manager tab

From Customers, select Manage customers, find customer record, and select Process Manager tab

To view projects

  1. Load a customer's record in the Manage customers window.
  2. Select the Process Manager tab.
  3. Use the scroll bar to move up and down the log.
  4. To see more information about a project, double-click on that project.

To edit projects

  1. Open a customer's record in the Manage customers window.
  2. Select the Process Manager tab.
  3. Use the scroll bar to move up and down the log.
  4. To see more information about a project, double-click on that project.