Editing Automatic Copy of Custom Fields
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| Latest revision | Your text | ||
| Line 11: | Line 11: | ||
* Sales Lead to Customer | * Sales Lead to Customer | ||
* Customer to Proposal | * Customer to Proposal | ||
| − | |||
* Customer to Service Order, Install Order or Invoice | * Customer to Service Order, Install Order or Invoice | ||
* Inventory to Customer Equipment | * Inventory to Customer Equipment | ||
| Line 18: | Line 17: | ||
* Orders (Service, Install) to PO. Note that it first copies from Vendor to PO and then Order to PO so avoid having the same custom names in both vendors and orders. | * Orders (Service, Install) to PO. Note that it first copies from Vendor to PO and then Order to PO so avoid having the same custom names in both vendors and orders. | ||
* Customer Equipment to Order if it's a repair (Not sure if this is available yet, maybe just a future request). | * Customer Equipment to Order if it's a repair (Not sure if this is available yet, maybe just a future request). | ||
| − | |||
| − | |||