Hi Aaron, and thanks for responding! We're storing information like Account Number, service tier, if their account is currently active, and contacts. We can use custom forms to capture the data. But, we're trying to put the information somewhere where it only needs to be entered once instead of everytime a task or issue is created. To give a bit more background: We receive hundreds of line items ordered a day. Many of our clients purchase multiple products from us in intervals and modifications to orders happen regularly. Orders are going to be pushed into our queue as a task via API, and modifications will come in as issues to the queue via API. We will require a team to move items from the queue into an existing project regularly as well. Tasks that are starting a new project will be converted to a project. It would be nice to be able to associate a company to a task so that our team going through and trafficking these tasks won't have to manually associate the company to the project. I look forward to hearing what you think. Thanks again! Parker Cantu MultiView