kevinamfs
Level 2

Other Questions

I think I may have come up with a solution for this... I was able to create a custom report to get to my list of projects..

 

Under "customize report" you can select Customer columns: Customer name, Company name, and Deleted. Then assuming you set up Customers with "Company Name" populated, you can filter using the following logic to exclude Customers and only show Projects:

 

Company name is empty

Deleted not equals Yes

 

Hope this helps!Project List Fields select.pngProject List Fields.pngProject List Filter.png