Customer database

Hi, we would like to purchase ASANA, but we would need to understand if it is possible to create a customer registry to be able to recall the customer when we create the new project without having to rewrite it every time.
Thank you

Welcome, @anon12373524,

You could do this in different ways depending on need and plan level.

A simple approach would be to have a Customer Registry project where each project is a customer “record.”

When you create a new project, you could multi-home (add to project) the existing customer record into the new project as well, or link it in the new project’s description (turns into vanity link automatically), or both.



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