I'd love to create checklists that pull data from the existing fields or allow data to populate those fields if entered from a UDF. For example. I have a Client Interview template that pulls lots of data from TW. But if we gather that information from the interview, we then have to go back to TW and enter the information again. What a time saver and increase in efficiency if we see and enter data from a UDF that utilized existing fields!
Guest
I'd love to create checklists that pull data from the existing fields or allow data to populate those fields if entered from a UDF. For example. I have a Client Interview template that pulls lots of data from TW. But if we gather that information from the interview, we then have to go back to TW and enter the information again. What a time saver and increase in efficiency if we see and enter data from a UDF that utilized existing fields!