How do I link the organization name in a Sales Order to the organization in a related Deal?
You can’t link it directly in Vtiger CRM. The Deals and Sales Orders modules in Vtiger follow a one-to-many relationship, meaning a single Deal can be linked to multiple Sales Orders.
Because of this structure, updating the Organization field from the Deal level would create data inconsistencies, for example, when several Sales Orders are associated with the same Deal but may need to retain different organization details.
Because of this structure, updating the Organization field from the Deal level would create data inconsistencies, for example, when several Sales Orders are associated with the same Deal but may need to retain different organization details.