Hi,
I have been using EspoCRM for projects and it's GREAT! We have the following situation:
* We have Clients, Projects and Project Tasks.
* There's a relationship between Projects and Project Tasks. So when we add a new Project Task from a project page the system shows (prepopulates) the corresponding Project.
* However, we would also like to relate the Client (of the corresponding project) to the Project Task.
* We know we can create a relationship between Client and Project Task. However, this field has to be inserted manually and it's not prepopulated.
Is there any way we can create 2 relationships (Project-Project Task and Client-Project Task) so when we add a new Project Tasks both fields are preopulated?
Hope it's clear.
Thanks.
I have been using EspoCRM for projects and it's GREAT! We have the following situation:
* We have Clients, Projects and Project Tasks.
* There's a relationship between Projects and Project Tasks. So when we add a new Project Task from a project page the system shows (prepopulates) the corresponding Project.
* However, we would also like to relate the Client (of the corresponding project) to the Project Task.
* We know we can create a relationship between Client and Project Task. However, this field has to be inserted manually and it's not prepopulated.
Is there any way we can create 2 relationships (Project-Project Task and Client-Project Task) so when we add a new Project Tasks both fields are preopulated?
Hope it's clear.
Thanks.
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