Becca_in_MD
Gold Member
- 1,466
When I copy a web order for a show to P3 and it's an existing contact, how can I get the new contact info that they entered on the web to update in P3 without having to create a new contact? For example:
Joan ordered in the past while living on Lakeview Terr. I want to keep all of her order histories under one contact name. She orders with a show but her contact info now has her on Maple Ct. I copy the PWS order and do the hour glass search to link her into her old orders. BUT by doing that P3 pulls her old address. I have to manually update the address. Any way for this to happen automatically?
A techie I am not.
Joan ordered in the past while living on Lakeview Terr. I want to keep all of her order histories under one contact name. She orders with a show but her contact info now has her on Maple Ct. I copy the PWS order and do the hour glass search to link her into her old orders. BUT by doing that P3 pulls her old address. I have to manually update the address. Any way for this to happen automatically?
A techie I am not.