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Can we Generate cheque from Case?

edited Dec 16, 2022 1:41AM in Ask A Guru 2 comments

Hello

Sometimes we pay our employees a check based on a case they worked on it

My question is

1- I need to create a custom field that includes the fees which we agreed with the employee to pay if the case was closed successfully

2- Generate a check including the mentioned fees and service item



AFTER CLICK NEW



There is no check here, also if you use any of those types it will not be linked to the case record

what shall I do?

Technivision FZE

Amjad Kasem

Founder - General Manager

amjad@technivision.tech

+971567848148

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