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

 

Rookie Asked on July 13, 2020 in Order Management.
Add Comment
3 Answer(s)

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.
Add Comment

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.
Add Comment

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.

Rookie Answered on July 22, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor