Overview
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Komet Sales allows users 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 > Find Customer Customers and click on on CRM Link optionOptions.
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 bellowbelow.
Note The Default URL is the main one used in the case that no other link has been is configured in the customer's account Advance Setup. The Default URL is a required field.
- Click on enable checkbox and finally Save.
- 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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