Hi all,
I'm pretty new to Tess so apologies if this is obvious, but is there any way to immediately go from the constituent record screen to a new order for that constituent? Right now the best I've got is to copy the const. ID and then load a new order manually, but it feels like a quick shortcut would save a lot of time. I know you can load the constituent record from the new order screen and then use Ctrl+g/Esc to exit and keep the const. loaded in the order, but that won't work when loading a constituent record directly from a list, which I need to do at the moment. Thankyou!
Dominic
Hey Dominic
There is a quicker way. Whilst in the Constituent screen, click on the orange ticket with the green plus icon at the top and this will load the Ticket Order screen with the constituent still attached.
Regards
JC
Hi John,
Thanks so much for that - exactly what I was looking for.
Kind regards,