Altru Ideas

View Group Sales from the Contact's Individual Constituent Record

We have MANY, MANY contacts conducting group sales from the same organization, so when trying to locate any on sale in particular, it can be next to impossible to find. Usually, we know who the contact is and would like to see only group sales associated with that person from their constituent record, but those sales do not show up on their Sales Order tab. It would be great if the Sales Order tab also had a sub-tab for orders where that constituent is the linked contact.

  • Kiku Langford McDonald
  • Oct 30 2018
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