02-08-2024 07:41 AM
The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.
04-08-2024 02:00 PM
Hey @dhelms - as always, thank you for the feedback! Two updates:
1. Memo field - as a stop gap measure until we integrate the new Contact Management components, for the upcoming major release, the team has added the Contact's Memo field to Step 2:
2. New Contact Management Integration - we do plan to fully integrate the new Contact Management entities into the Service Agreements creation and performance workflows later in the year. I will share a more precise timeframe for this work as we get closer to it.
04-22-2024 03:01 AM
Any way to get the customer contacts as selections in the meantime?