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

Thank you, I did see this however the contacts list all contacts not just the one for the account on the order so I thought it was a little confusing.

Rookie Answered on July 14, 2020.
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