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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

I will try this. Thanks so much!

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Rookie Answered on August 26, 2021.
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