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.