http://forums.method.me/cs/search/SearchResults.aspx?o=DateDescending&u=4631Search results by user ID 4631en-USCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/p/1677/5913.aspx#5913Thu, 14 Apr 2011 03:38:52 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:5913CPJason<p>My &quot;flow&quot; when a&nbsp;customer calls in is to create a&nbsp;case in Method for that customers inquiry.&nbsp; I have created a button in the&nbsp;case screen that links to the estimates screen.&nbsp; Is it possible for me to transfer the customer&nbsp;contact data from the case I am viewing to the estimate without having to do a lookup&nbsp;in the estimate screen?&nbsp; It would make the quoting process quicker, which&nbsp;is what the sales people are going to require.</p> <p>&nbsp;</p> <p>Thanks for&nbsp;the help on this.&nbsp;</p>