To create a list of common contacts to use during creation of an order:

  • Select all the people you need from the company selector (using Contact search)
  • Save as a stored selection called “Temp Regulars”


These will then appear in a list for quick selection.

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  • sa8-00.txt
  • Last modified: 2017/12/01 16:35
  • by 127.0.0.1