Hello All
I am working on CRM 7.0, I want to link the sales order to other transactions like activities, leads and opportunities
I tried to do this using the Object Relationships profile but after I created the profile and assigned it to the transaction type I did not find the relationship tab in the sales order in the GUI also in the Web UI the transaction history does not have the subsequent assignment button or a relationship block to add a link to other transaction
At the same time I can find this functionality is working fine with leads and opportunity, the relationship tab is visible in the GUI
i used this path to create the relationship profile
Transactions -> basic settings -> Define Object Reference Profile
How can I have the same tab in the sales order ??
Thanks in advance
Jacopo