Configuring an Account (1.0)

For the specific Account, add permission to create orders for an account:

Add the Order Allowed checkbox on the assigned page layout for the Account record.
  1. Go to the Accounts tab and click the METRO account.

  2. On the Details tab, click a pencil and select the Order Allowed checkbox:

    configure an account 2020 05 09
  3. Click Save.

The METRO account is set up. Now, you can create an order directly from the account record by tapping the order Icon icon:

account order icon
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