Hello, in the customer registration panel we have the option "Payment Conditions" I would like to know how I enter this option in the opportunity panel in the CRM through Studio, but that these options have a link with each other
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Hello,
1. Go to CRM App -> open opportunity or lead form view -> Click on studio icon
2. click on add -> choose related field -> click and drop it to the form view
3. type customer > Customer payment terms > display name -> then Confirm
4. rename the Label to "Payment term" -> Close the studio
Hope this will help you
hi, thanks for your help, so i think is the best way for can i choose the options is "Manytoone" Field, but when i choose this, the options " customer > Customer payment terms > display name" dont have to choose like on " related field" option, so how can i proceed?
solved the problem by only checking this options on relation field " customer > Customer payment terms"
Thanks for all help.
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Реєстрація
Hi,
You can refer this video
https://www.youtube.com/watch?v=FtO7zvC6DD8
excelent it works, but have one problem on this new field i cant choose between "Payment Terms" that i already created, i can only write text there, have some option that i need to enable for this?