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April 9, 2018
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Display Primary Contact and Date Created

  • April 9, 2018
  • 0 replies
  • 217 views

When user creates a custom form, it automatically populates the Date and Primary Contact. However, if that request goes to queue and is converted to a project, that information is not available in the custom form to add to filters and reports like other custom fields.

Help! Sounds simple.