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Displaying Customer UPS account number in Sales Order?

edited Nov 22, 2019 10:32AM in CRM 6 comments

When entering an order, is it possible to have the customers UPS account number display on the screen?

Customers will say, "do you have our UPS account number?"  In another window I have to pull up the customers record to check.

I would like to be able to pull the 3rd party billing account number field into the sales order entry screen so the person doing the order entry can verify right away if they have an account number on file.

Any suggestions?
-dave

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