Hi,
I want to create three fields for staged payments. The field needs to be date (for payment) and amount.
I’m not sure if there’s a way to do this in Copper, any ideas anyone?
Hi,
I want to create three fields for staged payments. The field needs to be date (for payment) and amount.
I’m not sure if there’s a way to do this in Copper, any ideas anyone?
Hi
In Copper you can create a variety of custom fields, including date and value fields to capture payment amount and payment date.
To create new fields in Copper, Navigate to Settings → Customize → Manage Fields on Records → Opportunities → New Field
Custom fields: customization & best practices
If you are wanting the date and amount both in the same field, I recommend a free text field. This gives you some extra flexibility.
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