ability to link projects
M
Mark Samborski
Right now you can start an opportunity and link it to projects, or elevate to a project, but we routinely have situations where projects will evolve into new ones or be linked between projects. Example, a client inquires about doing a Financial Plan and executing some trades and doing updates to thier beneficiaries. Ideally we would like to be able to handle each as an individual project but since they are all one and the same inquiry (with compltely different processes and follow up) we would like to be able to link them together so we know the status of all of them when updating the client.
R
Russell Curry
agreed!