M3 CLM displays account information on Entity Dialogs

This feature is part of M3 Customer LifeCycle Management 2022.x Service Pack 1 release.


When opening a child entity such as activity, opportunity, project, or issue, M3 CLM now shows an Information button beside the Account name field.

When the user clicks the Information button, M3 CLM displays an entity dialog showing additional account information such as the account number, account name, address, and city.

The M3 CLM user also has an option to navigate to the account record.

Limitation This feature is not yet supported in M3 CLM mobile
KB article 2186691