Overview

Excerpt
Komet Sales allows Companies to enable the option to manage the customer specific CRM link for easy access to CRM information directly from the Komet Sales Customer account or during the invoice order creation process.

To enable this option, follow the next steps:

Go to Setup > Settings > Customers and click on CRM Options.
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Enter the information requested about the CRM such as: the Name and Default URL. The system will display a warning message, if the CRM URL is not entered properly. See the example below.
Note
The Default URL is the main one used in case that no other link is configured in the customer's account Advance Setup. The Default URL is a required field.
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Click on enable checkbox
A pop up will appear called "CRM Options". Click on enable checkbox. Then, enter the information requested: CRM Name.and finally Save.
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Once you have this setting enabled, go to Customer "Advance" Setup to continue with the process of adding the CRM link to each customer.

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