Sales Orders List - make Company (Account/Customer) a link to CRM

Jay Yasith

Sales Orders List view (or all orders)

Make each sales order Company (Customer/Account) a live link to that Company CRM - to be able to make notes, check terms, past orders etc

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6

Comments

2 comments

  • Comment author
    Mike Durante

    Seriously this is 101 stuff! 

    1
  • Comment author
    Nicole Vernon

    It would be great if you could get straight to CRM whilst in a Sales Order Admin also

    1

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