Bruce Backman
10/09/2024, 3:35 PMCeligo AI
10/09/2024, 3:37 PMAI generated answer (using internal Slack threads):To retrieve a sales order's primary contact using the REST API, you can use the
Contact (Primary)
join. This join will allow you to access the primary contact associated with a sales order.
However, if you need to access all contacts from a customer record on the sales order, 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.
If you need to know which contact created the order, you might need to create a custom transaction body field for custbody_customer_contact
. There isn't a standard field for this information.
******
Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/09/2024, 3:37 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861674249
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837897301
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827350378
Celigo AI
10/09/2024, 3:37 PM