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Make a Copy of Project not copying Project Task Field
I have a message / notes field on my Project Task form, when the parent Project is copied, this field does NOT copy over. Our project managers are making project templates (not attached to a Customer record) to copy, with anywhere from 3 to over 30 associated tasks, many of which have detailed instructions in this notes field. We really need it to copy, otherwise the templates are basically useless. I tried putting a custom field in there for notes, same deal, won't copy. Is this as simple as a setting somewhere?
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