I’m trying to link sales orders with relating contacts, but when I try to add the “Update Related Module Entry” step, I can’t find Sales_Orders module in the dropdown.
Someone can tell me why? I have already linked products to contacts, but I can’t link sales_orders to contacts.
Regards.
Best answer by jesse
Hey @Sparco! Can you let me know if you’re using Zoho CRM or Zoho Books? It looks like we have an existing feature request for the “Create Sales Order” action for books so I wanted to double-check. Here are 2 related Community threads I found about this as well:
Do either of those sound like what you’re running into here? Let me know!
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Hey @Sparco! Can you let me know if you’re using Zoho CRM or Zoho Books? It looks like we have an existing feature request for the “Create Sales Order” action for books so I wanted to double-check. Here are 2 related Community threads I found about this as well:
Do either of those sound like what you’re running into here? Let me know!
Hey there, @Sparco! I wanted to swing by and see if Jesse’s reply helped get this sorted for ya? If so, keep us posted and we’re happy to add your vote to that feature request. 🙂
