Currently, it is possible to create custom fields for opportunities and objects, but these cannot be used in the document/contract section in particular and are also of limited use in automations. Is it possible to expand their use?
Use custom fields associated with an opportunity and other objects in documents
Please authenticate to join the conversation.
Upvoters
Status
A traiter
Board
Paiement & Facturation
Date
About 2 months ago
Author
Cyrielle Xavir
Subscribe to request
Get notified by email when there are changes.
Upvoters
Status
A traiter
Board
Paiement & Facturation
Date
About 2 months ago
Author
Cyrielle Xavir
Subscribe to request
Get notified by email when there are changes.