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Answered

Custom field not updatable from project

Ted 2 months ago in Home Portal / Smart Projects updated 4 weeks ago 2

We created a custom field called "Review Invoicing Notes."  This field lives on the client record, but it also shows up on project pages.  We just noticed that a project manager tried updating the field on a project.  However, that doesn't update the field on the customer record.  Would there be a way to either make this update on its own or make it so the field isn't editable on the project page?

Answered

Hi Ted,

could you please open a ticket via XHD? To solve/investigate this we need to perform some testing - easiest and fastest way is to adress this through help desk.

Kind regards

Of course, thanks, Mateusz!

-T