Link a customer to a task

Monday, 24 August 2009 15:32 by tgarnier

Link a customer to a task

Client management with PlanningPME is very easy. You can link a customer to a task and then know to which client a task is being done. To do this, simply go in Tool --> Options --> Task and tick the option "Link customer to a task".

 

Then you should see your clients name in the task on the planning board.