Versions Compared
compared with
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overview
Excerpt |
---|
Here you are able to enable the option to enter a CRM link of each customer and get more information when creating the orders. |
To enable this option, follow the next steps:
- Go to Setup > Settings > Find Customer and click on CRM Link option.
Image Added - Enter the information requested about the CRM such as name, description (If needed) and Default URL. Click on enable checkbox and finally Save.
Image Modified - Once you have this setting enable go to Customer "Advance" Setup to continue with the process of adding the CRM link to each customer.
Relevant Articles
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|