Maybe I am doing this wrong as I am new to doing this but this is what I am trying to accomplish.
I want to create a Work Order (I have created it it Creator. Should I add it as a module in CRM?)
We are a field service company and want need to have a customer Work Order. I want create the work order from a case. When it is created I would like the case number, account, contact and other fields that I may need.
I would love to know how to do this and the best way to do so.
Thank you so much in advance!!!!!
Robert