Sales orders: Choose how an order opens
Your profile now has a Sales Order Opening setting. For each place an order can open from, you choose Preview window, Full page, or New tab for existing sales orders and quotes.
- From global search, for orders you open from the global search dialog.
- From sales order lists, for row actions, double-click, and customer order tabs.
- From links, for linked orders on invoices, shipments, jobs, purchase orders, and messages.
Preview window stays the default, and your choice is saved for you on the team you are working in.