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

Ui steps

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Ui step
Go to Setup > Settings > Customers and click on CRM Options.

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Ui step

A

A pop up will appear called "CRM Options". Check off

the

the Enable

checkbox

checkbox. Then, enter the information requested: CRM Name, and finally click on Save.

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Ui step

Once

Once you have this setting enabled, go to Customer "Advance" Setup

to

to continue with the process of adding the CRM link to each customer.

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