Access a customer record - On the navigation bar click Customers, then click New or double-click the required customer record. Read more >
 TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate.
Find out more about the customer record > Customer record Projects tabTo create a new project, click New project. For existing projects the following information appears: Project Ref
| The unique project reference. | | Name | The name of the project. | | Status | The current project status, for example, Active or Completed. | Price Quoted
| The net price quoted to the customer. | Cost to date
| Total of actual costs, excluding committed costs. | Billed to Date
| The net amount billed so far. | Outstanding to Bill
| The net amount still left to bill.
| [BCB:119:Limitless - 50 Accounts - Customers:ECB] |