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Former Member
Feb 28, 2010 at 11:59 AM

How to add the relationship tab in the sales order screen???

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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