This allows viewing all related records in RFMS and choosing them as a group to add to a project. In this search select a record type and enter the whole number including the prefix CG, ES or CL, or use the F8 button to search and find the desired record.
Add All records to a Project, will add all records that are related i.e., the order and the purchase order, scheduled jobs, and accounts payable records.
If the order is part of a Billing Group, all the orders of a billing group will be displayed with a BG as part of the order type.
When the record is found click on the view record button to see more details.
You cannot filter the notes by date here as you can from Prospects and Customers.
Data, other than notes, which originated in RFMS, cannot be edited here in CMM.
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