gabisquestion's avatar
gabisquestion
Experienced Cover User
11 years ago
Status:
Open

Sales: Pull Custom List information from the Ship to card not the customer card

When creating a Sale and using 'Ship to Another Card' there should be an option to have the SHIP TO card information such as details from CARD DETAILS (custom lists etc) and SELLING DETAILS  (Salespersons etc); should then be migrated into the sale.

 

"Sales and 'Ship to Another Card'"

 

 

Sales

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  • Suja_P's avatar
    Suja_P
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Thank you for your post, @gabisquestion. I understand you would like the program to be able to take more details from the card selected in the Ship to field, than just the address form the card. We request others who would like this change to please vote and comment.