RE: Auto Transfer comments from Customer Record

I am wanting the comments that are on the customer record to automatically copy over and populate onto SO’s. Any ideas on the best way to get that to happen?

SunniTiff Rookie Asked on August 26, 2021 in How To's.
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2 Answers

Create a custom field on your sales order.

Ensure you create the same type of field.  If the information in the  customer record is in a text box, then create a text box on the sales order.

Under Sourcing and Filtering

Source list = Entity

Source from = Select the field in the customer record you want in the sales order.

Hope this helps

Rookie Answered on August 26, 2021.
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