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  • Transfer record between screens

    My "flow" when a customer calls in is to create a case in Method for that customers inquiry.  I have created a button in the case screen that links to the estimates screen.  Is it possible for me to transfer the customer contact data from the case I am viewing to the estimate without having to do a ...
    Posted to Method:Classic General Q&A (Forum) by CPJason on 04-13-2011
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