Client List Page

Project Notes keeps a list of your clients. You can use the Outlook contact sync utilities to keep your client names in sync with Outlook. See Outlook Integration for details. Your edition of Project Notes may have a customization that imports and exports client names from other enterprise applications such as an accounting system or customer relationship manager. To avoid duplicate records Project Notes uses the name as a unique identifier when importing. It is important to name your clients in Outlook the same as they are in the other enterprise system you synchronize client names with.

The Client List Page Layout

To navigate to the Client List Page, select Clients from the View menu.The view of clients can be filtered using the Filter Tool.

To create a new client:

  1. Select New Item from the Edit menu.
  2. Type in the Name.
  3. Press Enter.

To delete a client:

  1. Click a cell in the client row to select it.
  2. Select Delete Item from the Edit menu.
  3. Click Yes to confirm the deletion. Note: You may not be able to delete the client if it is associated with other project information. In this case clicking, Yes opens the Search Page. The File Menu topic explains how the Search Page works.

To edit a client:

  1. Double-click the cell to activate the editor.
  2. Type in or select the new value.
  3. Click out of the cell or press Enter.