Change Contact to Customer

Mike_B
Mike_B Member Posts: 25
When you change a contact to a customer it automatically updates all Sales Headers to the new customer number. However, the lines on the sales quotes don't update. This means that you get an error if you try to make order against that quote. I am currently going into the estimating table and adding the customer number manually when this occurs but can you please look at how this can be done at the point of contact update.

Comments