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

RE: Associate contact to sales order

 

Under the relationships tab add the contact you want to add to the Sales Order under > Contact

RE: Associate contact to sales order

 

Then choose attach

Beginner Answered on July 14, 2020.
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