I am just trying to create a new communication for an existing Sage ERP customer but I keep getting the message that I do not have a valid value in the "About:" box. WHat is it looking for here? It will not let me enter anything. I tried to select Order from the drop-down box, as I thought I could use Order number as a reference, but it says there are no orders for this customer. But that is not true, although the customer may not have any open orders at this time, they have plenty of completed ones. I also tried to use Invoice number. Is this the field that I will be able to search off of? What am I doing wrong? It will not let me save the communication without this.
And what is the difference between Task and Appointment as it relates to Communications? Do they both become searchable communications?
