! Important Tip !
Use the % (percent sign) in any filter field to populate the multi-select box with all available items.

This Primary Customer filter fields can be used to narrow down which user will be identified as the Primary Project Customer.  By default, no values are available, thus you must use the filter options and click on the filter icon () to populate the list of users in the drop down.  Once you have values displayed, you can select the desired person.

Designating a Primary Customer is not required, and by default a value of <None Specified> will be assigned.

Data Security -- The set of users that may be included in the drop down list include any active users having the customer role as well as any users currently associated with this project as a customer.

The options available to refine the items included in the drop down list include:

Org Code and Last Name Filter Fields

 

Also, for more complex searching:

Learn more about using Wildcards in your filter criteria (e.g. % for all)

Learn more about comma separated lists

 

Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter to re-populate the drop down selection list.