hello hello! What is the easiest and best way to p...
# general
j
hello hello! What is the easiest and best way to push all contacts from a customer record to the Sales Order? I need access to emails based on role on the order level to accurately email contacts for different reasons (billing, delivery notifications, etc). I am trying to create a sublist, but have only been able to pull the primary contact and no others.
k
Like you just need it as a list that can be referenced from the sales order itself?
a
You could create a custom sublist off of a contacts saved search with available filter=company and expose that to one of the tabs of your sales transactions. It will show you all contacts with Company=Customer of your sales order for example.