Displaying account information on entity dialogs
Entity dialogs now have an Information button shown next to the
Account name. When you click the
Information button, the entity dialog displays these account
information:
- Customer number - Account name
- Address line 1
- Address line 2
- Address line 3
- Address line 4
- City
When you click Display Account Details, M3 CLM
navigates you to the account record.
Note: This feature is only
available on these entities: Activity, Opportunity, Project, and Issue.