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require customer association

how would i require that when a project or task is created, it must be associated with a customer?

Clayton Nesslein Answered

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You would have to create a validation rule for the work item. This can get a little bit complex depending on the exact use case, so I would recommend hopping on a Q&A webinar (webinars.clarizen.com) or discuss with a Clarizen Professional Services Consultant.

Josh Santos 0 votes
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