Ideas for Acumatica

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Auto-fill business account on new contact page when accessing from service orders

On the service order entry page, there is a "pencil icon" next to the contact field (service address contact). When you click the link, the "add new contact" page opens. However, the business account/customer account is not filled in automatically and users assume it will be. It would be more efficient/effective for the business account already selected on the service order to auto-fill on the new contact page.

  • Guest
  • Jul 15 2020
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