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Difference between revisions of "9. New From Transaction"

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(Created page with "'''New From Transaction''' '''New From Transaction - Can you create a Customer from a Transaction?''' In transactional window, that are Quote, Sales Order, or Invoice int h...")
 
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Latest revision as of 08:09, 21 November 2014

New From Transaction

New From Transaction - Can you create a Customer from a Transaction?

In transactional window, that are Quote, Sales Order, or Invoice int he space under Customer Name the drop down menu will show Create New and Open List.

Create New will open up a new customer card, from where you can create new customer. Open List will open the list of existing customers.