Automatic mapping of custom fields data

Posted over 1 year ago by Bea Dy-Liacco

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Bea Dy-Liacco

Hi Team,


Just wondering if we can have a feature of mapping the data added in custom fields specifically project & PO? For example if we added them on a project it automatically gets pulled through when we raise a PO and select the project? 

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Tania Carter posted 5 months ago

We would like to have our custom fields listed under 'Client' pulled through into a new Project.

For example: we have yes/no questions showing if they have an account or not

At the moment it relies on the person setting up the account to tick these fields each time which is not ideal

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