When a company or contact is associated with an issue you should be able to have the option to select the company/contact in the Column selection for viewing issues on screen.
Create a CPR, CO, or SCO from an Correspondence > Issue
Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler
over 1 year ago
in Issues
0
Future consideration
