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changes.mady.by.user Andres Toledo

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Overview
Excerpt

Komet Sales gives you the option to enter the customer specific CRM link within the Advanced settings of the Customer Komet Sales account. Adding this link, allows the salesperson to access it during the creation of an invoice order within the Order Entry screen.


Info
titleInformation

To enable this option, please refer to Direct Customer CRM Account Access.


Ui steps
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Ui step

Go to Setup >> Customers. 


Ui step

 Click on the Search button to find the customer that you are going to set up the setting for.


Ui step

Under the Actions column click on "Edit".


Ui step

The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.


Ui step

At the right side of the screen, you will see the customer specific CRM Link field. Add the specific CRM link for that customer and click on Save.



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Panel
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Warning
titleInformation

The system will not display any CRM information when creating the invoice for the customer if the Customer account does not have a CRM Link set in the "Advance" setup of their Komet Sales account.



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