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When I create a work order and select the account. The work Customer Detail section populates the Primary Contact but it does not populate the email from the Primary Contact and the field is locked so I can't select it.
Why?
Thanks. That is a nice option for a work-around. However I'd prefer to stay away from work-arounds UNTIL I know for sure there's no OOB or best practice method.
Currently I still don't even know how to even email the invoice to the customer so not having the email in the invoice table is a moot point until I get other answers.
Hi,
a simple workaround is create a new string calculated field in the account entity.
In the formula, set always the primary contact email address using the relation with the primary contact of the account.
Add this field in the quick view used in the word order entity form.
I keep answering my questions. I guess I should delay a bit before asking but its late and I'm tired so I don't care.
I see that there isn't actually an email tied to the work order.
This all started because I'm trying to find an easy "Email" button on the invoice form so send the customer an email of the invoice (using the invoice template). HOWEVER there doesn't seem to be an EASY way to send the invoice to the customer!!!!
I realize the issue and now need help with a solution.
We'll never use the email field under the account record but rather use the Primary Contact's email. Even though the Work Order populates the Primary Contact, it evidently tries to populate the email from the Account table rather than Contacts table.
UPON WORK ORDER CREATION (or actually upon the account selection), what's the best practices way to have it pull the primary contact's email rather than Accounts email?
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