问题
如何开启针对某个客户的采购订单路径?
解决方案
- In the upper-right corner of the application, click [user initials] > Settings > Customer Relationships.
- Click Advanced View in the top right.
- Click Actions > Override Routing to the right of the customer name.
- Click Customize routing preferences, then click OK.
- Customize the settings for order routing and click Next.
Choose whether to expose routing details to your customer.
- Click Next.
- Review the details and click Submit.
Comments