Time Matters Tips & Tricks

Tips, tricks and approaches with the premiere case management system - Time Matters
Wednesday, December 20, 2006

Why do my autoentry forms include the wrong task links


Auto entry forms are a hybrid between chains and notes. They allow you to structure your tasks and events, much like a chain. And they also allow you to take notes on your tasks. However, if you convert an outline to an Auto entry form, the tasks associated with the underlying record (not the new record) are link to the outline topics.  It is simple to save an outline as an auto entry form. However, before you do that you should make a copy of the form and then remove the links to any associated records. 

Posted by Admin

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