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Viewing and Editing Orders

Orders can be viewed and edited in Orders Details View directly by clicking Edit/View next to the order in several places:

  • Dashboard: In the Orders tab in Recently Changed Information Area to view and edit recently changed orders.

  • Contacts Detail View: In the Orders tab in the Linked Items Area to view and edit contact information related to each order.

  • Orders List View: to view and edit a found set of orders.

When Orders Detail View appears, users may edit all aspects of an order.


    
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