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Why can't I find records in the Outlook Connector's Related Items screen?
Users who are new to the Outlook Connector frequently contact us to ask why, when trying to relate an email in Outlook to records in Workbooks, they can't find the records they want. If you too are having this problem make sure that you've set up yo ...
Related Items (ORD and INV)
Hi All, Quick scenario regarding related items: I create an ORD and list all the line items there (Usually around 10 items) I then want to split the payments into 4 invoices so I copy the document and create an INV. I delete all o ...
Can I link opportunities to contracts?
Can I link opportunities to contracts? Yes. Add the Opportunity as Yes. Add the Opportunity as a Related Item - Open the Contract record > select the Related Items tab > click Add Related Item > search for the Opportunity ...
How do I relate/link imported records to existing records?
How do I relate/link imported records to existing records? I want to import activities and link them to existing Cases. You link to existing records You link to existing records by using the "Extend" functionality of the Import featu ...