Wednesday, October 31, 2018

Create a Custom Field that Shows Terms "Days Til Discount Expires" in Customer Record

1. Navigate to Customization > Lists, Records, & FieldsEntity Fields > New
2. Provide the Label
3. Set Type to Integer Number
4. Mark the Store Value field checkbox
5. Mark the Customer checkbox under Applies To tab
6. Set Subtab to Financial under Display tab
7. On Sourcing & Filtering set Source List to Terms and Source From to Days Till Discount Expires
8. Save



No comments:

Post a Comment