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Default customer to custom transaction form
Hello,
Can anyone walk me step by step on how to make it so a customer defaults when a custom sales order form is chosen? We have an account designed for warranties. I made a custom sales order form for warranty items that get sent out. The "warranty customer" is always selected when using this form. However, it has to be manually done every time. How can I make it so that when you select the custom form from the drop down list the "warranty customer" auto populates into the customer field?
I was able to make a workflow the made "warranty customer" auto populate when a sales order is created but could not figure out how to make this occur on only my custom form and not every new sales order.
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