adding customer level information to the project, milestone, and task

Is there a way to add fields on a project, milestone, and task that show customer level data?

For example-can the customer card information trickle down to the associated project, task and milestone?

Clayton Nesslein January 15, 2017 20:09 Answered

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It definitely can, but you would need to use custom fields and workflow rules to populate them.

Josh Santos January 15, 2017 21:20 0 votes