Overview
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.
- Enter the information requested about the CRM such as name, description (If needed) and Default URL. Click on enable checkbox and finally Save.
- Once you have this setting enable go to Customer "Advance" Setup to continue with the process of adding the CRM link to each customer.