Bill to & Sold to contacts on Quotes - Parent/Child relationship
If you enable the parent customer relationship in zuora quotes, and create an account with an existing account as the parent, should you be able to select contacts from either the parent or child on the bill to/sold to lookup field on the quote?
Re: Bill to & Sold to contacts on Quotes - Parent/Child relationship
@jdande: could you please help explain the steps to be followed here, so that I can try on my ORG and check the behaviour.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √