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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Carry over information from customer to transaction

edited Jun 2, 2025 2:25PM in Ask A Guru 3 comments

Hi Gurus,

I was trying to create a custom field that will carry over email address from customer level to transaction. so that whenever we create the sales order email entered in the customer record will auto show up in the sales order form.

can you please help me here? thank you

Kind Regards,

Meherin

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