Leads and Projects page enhancements

You can now view customer information directly from the Leads and Projects list pages and quickly identify records that are not associated with a customer.

Details

The Leads and Projects list pages now include the following options:

  • Customer column: Add the Customer column to the list view to display the customer associated with each lead or project.

  • Without Customer filter: Use the Without Customer filter in both card and list views to display only leads or projects that do not have a customer assigned.

Key benefits

  • Quickly identify the customer associated with each lead or project.

  • Easily find leads and projects that require customer information.

How it works

  1. Go to Leads or Projects.
  2. To view the Customer column:
    1. Select the List view.
    2. Select Columns.
    3. In the dialog, select the Customer checkbox and then select Apply.

    When the Customer checkbox is selected in the Columns dialog, the Customer column is displayed on the Leads page.

  3. To view leads or projects that do not have a customer assigned:
    1. Select Filters.
    2. In the dialog, select Without Customer in the Other Filters section and then select Apply.

    The Without Customer filter is selected on the Leads page.

Posted October 27, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.