The list of Sales Orders received for an Account can be seen by going to
- Accounts on the left menu panel
- Click on Account Name
- Select the Sales Orders sub-tab
The field columns presented in this tab for the listed orders will reflect the same fields in the default view under the "Orders" tab.
To customize the field columns, create a new custom view under the "Orders" tab and make that view the "Default" view (see Section Custom Views for details).
Updated 6 months ago