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Claris Engage 2025 - March 25-26 Austin Texas ×

Grabbing Info from another template


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Posted

I have two templates.

1 is a purchase order template, the other is a contact management template.

Im sure some of your already have this set up but, again, I am horrible at anything that has to do with scripting and programming. I want to create my customers on the contact management template and somehow import their information into the "billing information" section fo the Purchase Order template.

What can i do or how do I make this happen?

Thank you all for your time!

D

This topic is 6575 days old. Please don't post here. Open a new topic instead.

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