Project Examples - Client Info Center

You can associate project records with client records.

Example One

If you open the client record for Columbia University and add Law School Expansion to the Projects grid:

• Law School Expansion — and related project information — displays in the Projects grid on the Projects tab of Columbia University's client record.

• Columbia University — and related client information — displays on the Clients grid on the Clients/Contacts tab of the Law School Expansion's project record.

If you open the client record for Columbia University and remove Law School Expansion from the Projects grid:

• Law School Expansion — and related project information — no longer displays in the Projects grid on the projects tab of Columbia University's client record.

• Columbia University — and related client information — no longer displays on the Clients grid on the Clients/Contacts tab of the Law School Expansion's project record.

Example Two

If you open the project record for the Law School Expansion and add Columbia University to the Clients grid:

• Columbia University — and related client information — displays on the Clients grid on the Client/Contacts tab of the Law School Expansion's project record.

• Law School Expansion—and related project information—displays in the Projects grid on the Projects tab of Columbia University's client record.

If you open the project record for the Law School Expansion and remove Columbia University from the Clients grid:

• Columbia University—and related client information—no longer displays on the Clients grid on the Client/Contacts tab of the Law School Expansion's project record.

• Law School Expansion—and related project information—no longer displays in the Projects grid on the Projects tab of Columbia University's client record.