The Project Managers can enter a customer file reference for each project.
The customer file reference cannot exceed 100 characters.
How do I enter a customer file reference?
When creating a new project
On the Settings page
Step 1: Go the the Settings page
Step 2: Enter the Customer file reference then Click on Save
You can update the customer file reference at any time on the Project Settings page.
Customer file reference and Homepage
The customer file reference appears on the project card.
On the search bar, you can search your project with its customer file reference.
Customer file reference and Subscription page
The current projects page on the Subscription section allows the administrators to view the list of all the active project within their subscription.
On the current projects page you will find a column named customer file reference.
Click on the Export button to download an Excel file containing a list of all project subscriptions. In column L, you wll find the customer file reference.
Customer file reference and Electronic safe
When archiving your documents from the electronic safe, the customer file reference entered on the Settings page is automatically applied to the selected documents you are about to archive.
You won’t have to manually enter the reference for each document.
Customer file reference and your invoices
The customer file reference will also appear on your invoices.
You can therefore indicate an internal reference or a customer code, which will facilitate re-invoicing, for example.