We are a small construction company. I have set up separate modules for initial job inspections, production inspections, and completion inspections. All inspections are associated with a Deal and shown in Related Lists.
Question - What is the best way to pull specific information from these custom modules.
Ex - pull gutter measurements from the Initial inspection report and email in template form to gutter installer.
- pull roofing quantities from initial inspection report and send to Quoting module to main Deal page.
- pull final inspection checklist and email to customer.
Is there a better structure than what I have set up?