Currently when you create a task from an Opportunity, Tigerpaw automatically adds the Opportunity Number and the Opportunity Name. Can we have the Account Name added as well as per my image attached.
This is also relevant to tasks created from Service Orders. Currently they only include the Service Order Number and the Brief Description, but the Account Name should be included.
I know its in the comment notes, but when looking at a summary in Outlook when using the Exchange Integrator it would be useful in the subject.
This is also relevant to tasks created from Service Orders. Currently they only include the Service Order Number and the Brief Description, but the Account Name should be included.
I know its in the comment notes, but when looking at a summary in Outlook when using the Exchange Integrator it would be useful in the subject.
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