How do I find a project and open its details in V5?

1. On the “Projects” page, enter the project name or document number in the “Search by project name or document number” field at the top. 2. Click “Search”. To narrow the results, click “Filter” and set the criteria. 3. Check the customer, stage, person in charge, status, and most recent interaction time in the list to identify the project. 4. Click “Open” at the far right of that row to open the project details.

V5 新桌面版|專案V5 新桌面版|專案
V5 desktop