Displaying account information on entity dialogs
Entity dialogs now have an Information button displayed next to the
Account name. When you click the
Information button, these account information is shown:
- 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.