Show Client Information in 'Details' Tab
I know it’s not a CRM, but it would be nice to display client information in the ‘Details’ tab of the project.
Client information that would be helpful would be:
-Start Date
-Point Person
—Name
--Email
--Phone
-Organization Name
-Website URL
-Custom URL (for instance, we would link to their 1Password Vault or Google Drive Project Folder)
Comments1
Mas
Jul 15, 2024
@Kevin Watkins
I used to show this on the details page, but had a difficult time showing it design wise and not a lot found it useful (the info i was showing at least).
Will revisit this. Hoping more votes this up to push me to add it back.