I've created a Project & added a related Customer to the project. When adding new work items to the project how can the related Customer link be retained through out the project work plan. The user will need to toggle back and forth between the work plan view and the customer view.
Thank you!
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Hi Rebecca,
I apologize for the late reply. You can actually do this via customization. You can join one of our Advanced Configuration webinars in the link below. Also, I will go ahead and move this question to our customization thread.
Hi Rebecca,
I am not sure what is the exact functionality you are looking for. As Tom suggested, please join one of our advanced configuration webinars (I'm hosting the one tomorrow) so we can try help you with that.
Thanks,
Tamir