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Product Ideas

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

Experienced Cover User

35Posts

3Kudos

0Solutions

35 Posts
Experienced Cover User
Australia

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'"

 

 

Current Status: Open
Last Changed: March 2014

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.

1 Comment
Suja_P
5,976 Posts
Former Staff
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.