How do I link an order to an account?

NOTE: The ability to link and unlink orders from accounts is governed by the 'Edit Orders' permission. Be sure that you have sufficient permissions before trying this function.

To link an order to an account:

  1. Find the order you want to modify.
  2. In the top right corner of the order detail screen, click the Gear > Link to an Account.  If the order is already linked to an account, you'll first need to unlink the current account before you can see the Link to an Account option.


     
  3. You should now see a dialog that allows you to select the account to link this order to.  Type the name or email of the account holder you want to link this order to and select the matching account.



  4. Click Link Account.
 

To unlink an order to an account:

  1. Find the order you want to modify.
  2. From the top right corner, click the Gear > Unlink 'Fred Turner' (or whoever).