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Populate the default project in a support case activity from the customer location

To speed up data entry of activities in support cases that are tied to projects, professional service companies want to define the default project at the customer location level and have it auto-populated in an activity.

  • Ekaterina (Kate) Stepalina (Product Manager Project)
  • Jan 15 2019
  • Gathering Feedback
  • Attach files
  • Nathan Siegrist commented
    January 31, 2019 23:14

    Also would suggest that you can name a project and project task within a case so they can be tied to the project and project tasks.