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Former Member
Aug 05, 2015 at 07:58 PM

Account 360, external follow up documents and recent orders

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Hi experts!

I'm integrating account 360 with ERP and I only see recent ordes on the account.

I thought that with this integration, I was able to see the external follow up documents in the account and in the opportunities.

Am I missing something?

Thanks in advance

Attachments

account 360 1.JPG (73.3 kB)
account 360 2.JPG (57.3 kB)
account 360 3.JPG (51.4 kB)