JCurve Solutions Support Hub

Custom CRM Field to Display Transactions Related to Phone Call

Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
Label: Enter Transactions Related
Type: Select List/Record
List/Record: Select Transaction
Store Value = T
Applies To tab: Select Phone Call
Sourcing & Filtering tab:
- Filter Using: Select Customer
- Compare Type: Select Equal
- Compare To Field: Select Company
Click Save & Apply to Forms

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