To filter the Pods page by client, first go to your Pods page. Each pod that has a client will have the clients’s name at the top of the pod. Click the client’s name. Note: This is only...
filter
How do I get a report of all project activity for a single client?
No matter how many projects you have ongoing or have completed for a client, you can generate a report of all of this activity using Insights. 1. Go to the Insights page (available to team member an...