Hello,
By either using a computed field via studio or creating an automated action I am trying to display either a count of payment_tokens or a check box that will identify if any related child records has a credit cards on file?
I am able to create a related field that will display the count of payment tokens by contact, but I need to count all the related tokens based on the parent relationship.
The ultimate goal is to let the sales rep know there is a credit card on file for any of the contacts related to the contact/ parent that the sales order is created on.
I would appreciate any help on this as it seems possible from the front end developer tools