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Former Member
Nov 28, 2006 at 02:12 PM

records management

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Hello all,

I am implementing CRM 5.0 case management and I want

1- Create a case with number of document required in a list (archive links or record model) so the case creator wills attaché these documents to the proper place.

2-creat a sub case from the main case with list of required documents but if a same document required in the main case should be inherited to the sub case

Main case have (list of documents)

Sub case have (a list of document but as a sub list from the main list in the main case)

thanx