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Adding Items Previously Purchased List to Sales Order Form
We currently have a list available on the customer record internally called "Items", but we call "Items Previously Purchased". We want to add this list to a custom tab on the Sales Order so that my CSR's do not have to open extra windows to figure out which kind of tape the customer last bought. Is there a way to do this? I have tried several different methods and cannot figure out how to accomplish this.
Any help would be appreciated.
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