RE: Associate contact to sales order

This seems like functionality that should be built in that I am probably missing.

A may have many contacts.

When a sales order is entered we want to associate the contact that made the order for the customer, the sales order email will then go to the contact email

 

shannon Rookie Asked on July 13, 2020 in Order Management.
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3 Answers

You can have only one contact as Primary contact for an order. You can also update primary contact from list of contacts using “Update Primary” button.

Rookie Answered on July 22, 2020.
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