Most Professional Services and Project-centered Firms will find Clients and Projects to be the best structure to organize their Client information.
Most information in Feng Office will be classified as a Client or a Project.
Here are some facts about how the Clients and Projects dimension works:
You can create as many Clients and Projects as you need. Projects can be either 'general' (not within a client) or belong to a client.
You can create folders to organize groups of clients, groups of projects, or groups of information inside a project.
Clients can contain projects and folders, but not other clients. In other words, you can build hierarchies of up to 10 levels. (But be careful: Many levels or a complex structure bear the potential of putting information into the wrong place, which makes it invisible for the intended audience or even accessible for unauthorized users.)
Clients are different from folders in that respect that you can not only see what's inside a Client but also what's inside all sub-elements of that Client. That's the reason why Clients and Projects are much more like filters than like folders.
Clients and Projects are used to control permissions in Feng Office. You can grant a user the right to work with a certain Project and hide another Project completely from them. There are even more detailed permission parameters (which are discussed in more detail on the
permissions page).