Storage Link

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Storage Link

Post by pazza » Thu May 31, 2018 2:52 pm

Hi all,

I am trying to link the storage case type to the Private Client case type so we can transfer storage references over.

However, we create storage files from the Client file. Is it possible to directly link storage to Private Client or will I have to create a link from storage to Client then Client to Private Client?


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Re: Storage Link

Post by revellbikes » Fri Jun 01, 2018 1:42 pm

Links can be created between any case types. So you can go direct from Private to Storage without any issue.

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