Creating SR from Communication
Can currently create an SR from a Communication however 2 ideas for improvement. Improvement 1 is preferred. 2 is an interim idea if 1 cannot be achieved.
1 - have the notes from the communication automatically populate into the contact notes of the SR and delete the communication.
2- have the original communication that the SR has been created from show on the related tab the same way communications raised from an SR are.
1
vote
Nikayla Beer-Herring
shared this idea