I have a question. When I am on the Contacts page and I click the option for New Sales Order: the Billing Name, Street, City, State and Code are being pulled from the Account associated to that Contact and placed into the new Sales Order. In my situation our contacts have different information from that of the Account they are associated to SO I have to delete all the fields that were auto-populated and fill them in with the information from the Contact.
Account
Contact (associated to the Account but has different demographic data)
New Sales Order - when clicked, several fields get populated with the data from the Account NOT the Contact
Is this by design? Can it be shut off? Can it be switched to pull data from the Contact instead?