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
Under the relationships tab add the contact you want to add to the Sales Order under > Contact
Then choose attach
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.
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.
