Ideas for Acumatica

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Case Contact Information Tab

On an Opportunity there is a Contact information Tab where you can find all information about the contact, phone, email, address, etc. information - so it all there at your fingertips.

However on the case screen there is NO Contact information Tab to get this information - you now have to start to drill down to find the contact information before you can phone, etc.

So it would be nice to have the same feature / function in both to make it consistent.

  • Ian Lowe
  • Mar 12 2019
  • Future consideration
CRM
  • Attach files